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 8-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 | $36,639 | $81,460-55.0% | $103,333-64.5% | $80,856-54.7% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 7.22% | 25.55%-18.3pp | 24.88%-17.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $767 | $3,105-75.3% | $3,868-80.2% | $2,755-72.2% |
| Participant deferral / active EE | $2,448 | $3,869-36.7% | $5,057-51.6% | $4,296-43.0% |
| Admin fee / account holder | $29,287 | $6,566+346.0% | $8,355+250.5% | $6,918+323.3% |