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 | $49,178 | $64,324-23.5% | $118,925-58.6% | $79,858-38.4% |
| Participation rate | 40.0% | 64.9%-24.9pp | 75.4%-35.4pp | 69.6%-29.6pp |
| Annual return | 8.34% | 86.45%-78.1pp | 35.88%-27.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $213 | $1,836-88.4% | $3,263-93.5% | $2,471-91.4% |
| Participant deferral / active EE | $1,204 | $2,824-57.4% | $4,265-71.8% | $3,740-67.8% |
| Admin fee / account holder | $2,875 | $4,040-28.8% | $6,581-56.3% | $5,306-45.8% |