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 | $131,088 | $117,983+11.1% | $101,794+28.8% | $142,382-7.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 5.15% | 36.92%-31.8pp | 30.53%-25.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $242 | $2,773-91.3% | $2,289-89.4% | $4,299-94.4% |
| Participant deferral / active EE | $1,231 | $4,714-73.9% | $4,084-69.9% | $6,507-81.1% |
| Admin fee / account holder | $1,891 | $10,433-81.9% | $8,777-78.5% | $12,624-85.0% |