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 6-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 | $91,700 | $71,001+29.2% | $263,330-65.2% | $71,001+29.2% |
| Participation rate | 39.3% | 68.0%-28.7pp | 80.7%-41.5pp | 68.0%-28.7pp |
| Annual return | 2.98% | 11.49%-8.5pp | 13.50%-10.5pp | 11.49%-8.5pp |
| Employer contribution / active EE | $0 | $16,488-100.0% | $12,121-100.0% | $16,488-100.0% |
| Participant deferral / active EE | $4,110 | $1,342+206.3% | $3,701+11.0% | $1,342+206.3% |
| Admin fee / account holder | $3,919 | $2,971+31.9% | $4,928-20.5% | $2,971+31.9% |