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 | $43,538 | $54,517-20.1% | $75,972-42.7% | $74,495-41.6% |
| Participation rate | 67.0% | 60.3%+6.7pp | 69.1%-2.1pp | 67.2%-0.2pp |
| Annual return | 8.68% | 31.82%-23.1pp | 359.55%-350.9pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $246 | $1,777-86.1% | $2,685-90.8% | $2,623-90.6% |
| Participant deferral / active EE | $1,431 | $3,066-53.3% | $4,255-66.4% | $4,346-67.1% |
| Admin fee / account holder | $6,923 | $2,229+210.7% | $6,467+7.1% | $1,942+256.6% |