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 | $195,582 | $126,574+54.5% | $106,213+84.1% | $145,922+34.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 4.36% | 224.79%-220.4pp | 116.14%-111.8pp | 561.29%-556.9pp |
| Employer contribution / active EE | $756 | $3,730-79.7% | $3,171-76.2% | $4,660-83.8% |
| Participant deferral / active EE | $4,472 | $5,724-21.9% | $5,016-10.8% | $6,688-33.1% |
| Admin fee / account holder | $174,820 | $17,304+910.3% | $11,033+1484.5% | $13,397+1204.9% |