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 3-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 | $22,898 | $29,660-22.8% | $56,411-59.4% | $80,856-71.7% |
| Participation rate | 7.3% | 41.6%-34.4pp | 52.5%-45.2pp | 67.6%-60.3pp |
| Annual return | 10.06% | 35.23%-25.2pp | 1701.33%-1691.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $50 | $669-92.6% | $1,039-95.2% | $2,755-98.2% |
| Participant deferral / active EE | $336 | $1,226-72.6% | $1,952-82.8% | $4,296-92.2% |
| Admin fee / account holder | $937 | $2,428-61.4% | $2,829-66.9% | $6,918-86.5% |