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 | $37,862 | $176,056-78.5% | $159,436-76.3% | $167,490-77.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.96% | 331.75%-325.8pp | 263.57%-257.6pp | 478.56%-472.6pp |
| Employer contribution / active EE | -$5,295 | $5,297-200.0% | $4,829-209.6% | $4,837-209.4% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $528,518 | $12,554+4110.0% | $10,799+4794.4% | $12,309+4193.7% |