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 | $83,514 | $81,208+2.8% | $98,907-15.6% | $79,858+4.6% |
| Participation rate | 36.7% | 72.5%-35.8pp | 76.0%-39.3pp | 69.6%-32.9pp |
| Annual return | 7.40% | 60.99%-53.6pp | 196.43%-189.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $279 | $1,960-85.8% | $2,689-89.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,426 | $3,265-56.3% | $4,244-66.4% | $3,740-61.9% |
| Admin fee / account holder | $349 | $6,013-94.2% | $6,642-94.8% | $5,306-93.4% |