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 | $75,713 | $157,256-51.9% | $141,162-46.4% | $152,861-50.5% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 14.46% | 64.32%-49.9pp | 71.39%-56.9pp | 345.32%-330.9pp |
| Employer contribution / active EE | $619 | $5,261-88.2% | $4,735-86.9% | $4,762-87.0% |
| Participant deferral / active EE | $2,475 | $7,109-65.2% | $6,709-63.1% | $5,850-57.7% |
| Admin fee / account holder | $50,497 | $12,120+316.6% | $10,261+392.1% | $11,596+335.4% |