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 | $35,452 | $114,381-69.0% | $107,525-67.0% | $142,382-75.1% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 11.57% | 242.71%-231.1pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $796 | $4,015-80.2% | $3,754-78.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,598 | $5,564-71.3% | $5,116-68.8% | $6,507-75.4% |
| Admin fee / account holder | $3,580 | $9,860-63.7% | $8,919-59.9% | $12,624-71.6% |