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 | $80,474 | $56,054+43.6% | $171,082-53.0% | $62,891+28.0% |
| Participation rate | 62.2% | 62.9%-0.7pp | 76.7%-14.5pp | 69.3%-7.1pp |
| Annual return | 5.07% | 22.52%-17.5pp | 32.56%-27.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,054 | $3,158-3.3% | $4,797-36.3% | $3,203-4.6% |
| Admin fee / account holder | $6,415 | $3,647+75.9% | $8,520-24.7% | $4,296+49.3% |