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 | $36,031 | $55,415-35.0% | $155,509-76.8% | $74,495-51.6% |
| Participation rate | 15.7% | 61.9%-46.2pp | 78.2%-62.5pp | 67.2%-51.5pp |
| Annual return | 10.41% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $293 | $2,267-87.1% | $4,672-93.7% | $2,623-88.8% |
| Participant deferral / active EE | $891 | $2,836-68.6% | $5,626-84.2% | $4,346-79.5% |
| Admin fee / account holder | $6,441 | $1,738+270.6% | $15,912-59.5% | $1,942+231.7% |