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 | $33,207 | $62,586-46.9% | $76,768-56.7% | $64,186-48.3% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | -8.25% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $332 | $1,832-81.9% | $2,485-86.6% | $2,381-86.1% |
| Participant deferral / active EE | $2,577 | $3,145-18.1% | $3,852-33.1% | $3,470-25.7% |
| Admin fee / account holder | $1,847 | $4,667-60.4% | $6,675-72.3% | $4,888-62.2% |