See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,367 | $92,703-31.6% | $82,719-23.4% | $134,475-52.9% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -24.82% | 944.92%-969.7pp | 701.18%-726.0pp | 417.96%-442.8pp |
| Employer contribution / active EE | $245 | $3,274-92.5% | $3,009-91.9% | $4,740-94.8% |
| Participant deferral / active EE | $1,593 | $4,802-66.8% | $4,395-63.8% | $6,400-75.1% |
| Admin fee / account holder | $525 | $5,983-91.2% | $5,329-90.2% | $11,426-95.4% |