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 | $110,374 | $171,865-35.8% | $149,718-26.3% | $147,584-25.2% |
| Participation rate | 30.0% | 88.2%-58.2pp | 87.1%-57.1pp | 82.8%-52.8pp |
| Annual return | 4.68% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,303 | $6,275-79.2% | $5,445-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $4,480 | $7,271-38.4% | $6,569-31.8% | $5,439-17.6% |
| Admin fee / account holder | $2,906 | $13,799-78.9% | $11,283-74.2% | $10,885-73.3% |