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 | $80,107 | $98,750-18.9% | $149,696-46.5% | $79,858+0.3% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.3pp |
| Annual return | 8.81% | 27.43%-18.6pp | 276.60%-267.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $375 | $3,216-88.3% | $4,644-91.9% | $2,471-84.8% |
| Participant deferral / active EE | $3,590 | $5,680-36.8% | $6,842-47.5% | $3,740-4.0% |
| Admin fee / account holder | $1,134 | $6,053-81.3% | $9,309-87.8% | $5,306-78.6% |