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 | $92,832 | $202,318-54.1% | $172,739-46.3% | $152,861-39.3% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.4%-51.2pp |
| Annual return | 10.12% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $761 | $5,856-87.0% | $5,143-85.2% | $4,762-84.0% |
| Participant deferral / active EE | $2,617 | $5,948-56.0% | $5,198-49.6% | $5,850-55.3% |
| Admin fee / account holder | $309 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |