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 | $24,100 | $58,208-58.6% | $81,812-70.5% | $80,856-70.2% |
| Participation rate | 29.0% | 63.4%-34.4pp | 72.3%-43.3pp | 67.6%-38.6pp |
| Annual return | 7.73% | 41.66%-33.9pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $63 | $2,340-97.3% | $2,912-97.8% | $2,755-97.7% |
| Participant deferral / active EE | $1,474 | $3,281-55.1% | $4,319-65.9% | $4,296-65.7% |
| Admin fee / account holder | $12,755 | $4,981+156.1% | $7,386+72.7% | $6,918+84.4% |