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 | $34,207 | $80,717-57.6% | $154,803-77.9% | $84,808-59.7% |
| Participation rate | 20.5% | 66.8%-46.4pp | 78.1%-57.6pp | 68.3%-47.9pp |
| Annual return | 4.68% | 37.96%-33.3pp | 58.88%-54.2pp | 40.90%-36.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,487 | $3,303-55.0% | $5,540-73.2% | $4,212-64.7% |
| Admin fee / account holder | $17,523 | $6,746+159.8% | $14,329+22.3% | $7,344+138.6% |