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 | $45,793 | $70,428-35.0% | $96,562-52.6% | $85,850-46.7% |
| Participation rate | 28.6% | 61.8%-33.2pp | 69.8%-41.2pp | 69.3%-40.7pp |
| Annual return | 10.70% | 18.59%-7.9pp | 37.78%-27.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $256 | $1,413-81.9% | $2,356-89.1% | $2,565-90.0% |
| Participant deferral / active EE | $1,965 | $2,894-32.1% | $3,849-48.9% | $3,952-50.3% |
| Admin fee / account holder | $3,546 | $4,997-29.0% | $6,181-42.6% | $6,260-43.4% |