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 | $45,194 | $52,406-13.8% | $129,207-65.0% | $74,495-39.3% |
| Participation rate | 24.8% | 53.8%-29.0pp | 69.6%-44.8pp | 67.2%-42.4pp |
| Annual return | 11.32% | 15.66%-4.3pp | 9417.33%-9406.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $353 | $1,531-76.9% | $4,153-91.5% | $2,623-86.5% |
| Participant deferral / active EE | $1,217 | $2,794-56.5% | $4,168-70.8% | $4,346-72.0% |
| Admin fee / account holder | $11,961 | $2,633+354.3% | $7,715+55.0% | $1,942+516.0% |