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 | $49,731 | $60,124-17.3% | $90,404-45.0% | $79,858-37.7% |
| Participation rate | 26.9% | 65.0%-38.1pp | 72.7%-45.8pp | 69.6%-42.7pp |
| Annual return | 8.17% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,788 | $2,938-39.1% | $3,963-54.9% | $3,740-52.2% |
| Admin fee / account holder | $12,042 | $3,976+202.8% | $5,611+114.6% | $5,306+126.9% |