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 | $29,943 | $81,460-63.2% | $103,333-71.0% | $80,856-63.0% |
| Participation rate | 34.8% | 66.8%-32.0pp | 74.5%-39.7pp | 67.6%-32.8pp |
| Annual return | 7.01% | 25.55%-18.5pp | 24.88%-17.9pp | 35.59%-28.6pp |
| Employer contribution / active EE | $451 | $3,105-85.5% | $3,868-88.3% | $2,755-83.6% |
| Participant deferral / active EE | $2,508 | $3,869-35.2% | $5,057-50.4% | $4,296-41.6% |
| Admin fee / account holder | $25,381 | $6,566+286.5% | $8,355+203.8% | $6,918+266.9% |