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 | $90,960 | $82,664+10.0% | $125,339-27.4% | $68,494+32.8% |
| Participation rate | 35.9% | 75.0%-39.1pp | 82.4%-46.5pp | 67.9%-32.0pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $482 | $3,381-85.7% | $4,814-90.0% | $2,596-81.4% |
| Participant deferral / active EE | $5,039 | $6,110-17.5% | $7,446-32.3% | $4,027+25.1% |
| Admin fee / account holder | $1,001 | $6,275-84.1% | $10,010-90.0% | $5,403-81.5% |