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 | $28,958 | $90,348-67.9% | $75,972-61.9% | $145,922-80.2% |
| Participation rate | 47.4% | 74.5%-27.1pp | 69.1%-21.7pp | 80.3%-32.9pp |
| Annual return | 7.48% | 620.88%-613.4pp | 359.55%-352.1pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,921 | $5,162-62.8% | $4,255-54.9% | $6,688-71.3% |
| Admin fee / account holder | $18,943 | $8,467+123.7% | $6,467+192.9% | $13,397+41.4% |