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 | $77,520 | $106,515-27.2% | $96,683-19.8% | $139,434-44.4% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.3%-53.3pp | 80.3%-59.3pp |
| Annual return | 9.25% | 38.43%-29.2pp | 35.69%-26.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $414 | $4,103-89.9% | $3,737-88.9% | $4,751-91.3% |
| Participant deferral / active EE | $2,618 | $5,454-52.0% | $4,878-46.3% | $6,710-61.0% |
| Admin fee / account holder | $1,459 | $7,877-81.5% | $6,730-78.3% | $11,403-87.2% |