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 | $47,171 | $81,460-42.1% | $103,333-54.4% | $80,856-41.7% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 9.14% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $342 | $3,105-89.0% | $3,868-91.2% | $2,755-87.6% |
| Participant deferral / active EE | $2,586 | $3,869-33.1% | $5,057-48.9% | $4,296-39.8% |
| Admin fee / account holder | $1,385 | $6,566-78.9% | $8,355-83.4% | $6,918-80.0% |