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 | $31,537 | $45,073-30.0% | $69,455-54.6% | $72,985-56.8% |
| Participation rate | 67.6% | 68.5%-0.8pp | 74.6%-7.0pp | 69.5%-1.8pp |
| Annual return | 5.60% | 22.65%-17.0pp | 28.97%-23.4pp | 81.00%-75.4pp |
| Employer contribution / active EE | $19 | $2,054-99.1% | $2,779-99.3% | $2,440-99.2% |
| Participant deferral / active EE | $925 | $2,602-64.4% | $3,535-73.8% | $3,607-74.4% |
| Admin fee / account holder | $793 | $3,056-74.0% | $3,839-79.3% | $5,124-84.5% |