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 | $133,972 | $95,803+39.8% | $113,168+18.4% | $84,808+58.0% |
| Participation rate | 65.9% | 72.9%-7.0pp | 76.6%-10.7pp | 68.3%-2.4pp |
| Annual return | 11.75% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $435 | $2,360-81.6% | $2,975-85.4% | $2,631-83.5% |
| Participant deferral / active EE | $3,032 | $4,242-28.5% | $5,107-40.6% | $4,212-28.0% |
| Admin fee / account holder | $78,065 | $8,989+768.5% | $12,068+546.9% | $7,344+963.0% |