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 | $33,219 | $54,705-39.3% | $71,209-53.3% | $84,808-60.8% |
| Participation rate | 20.9% | 64.1%-43.1pp | 73.8%-52.8pp | 68.3%-47.4pp |
| Annual return | 9.82% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $198 | $2,158-90.8% | $2,721-92.7% | $2,631-92.5% |
| Participant deferral / active EE | $1,248 | $3,030-58.8% | $4,175-70.1% | $4,212-70.4% |
| Admin fee / account holder | $49,689 | $4,863+921.7% | $5,349+829.0% | $7,344+576.6% |