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 9-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 | $51,271 | $106,584-51.9% | $101,326-49.4% | $142,382-64.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 11.88% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,499 | $8,297+38.6% | $7,994+43.8% | $6,507+76.7% |
| Admin fee / account holder | $14,833 | $11,446+29.6% | $11,185+32.6% | $12,624+17.5% |