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 | $85,988 | $53,516+60.7% | $126,539-32.0% | $84,808+1.4% |
| Participation rate | 28.6% | 58.2%-29.7pp | 69.8%-41.2pp | 68.3%-39.7pp |
| Annual return | 11.46% | 58.34%-46.9pp | 425.95%-414.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $175 | $1,535-88.6% | $3,674-95.3% | $2,631-93.4% |
| Participant deferral / active EE | $1,313 | $2,671-50.8% | $4,083-67.8% | $4,212-68.8% |
| Admin fee / account holder | $21,633 | $4,497+381.1% | $6,065+256.7% | $7,344+194.6% |