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 | $86,805 | $82,664+5.0% | $125,339-30.7% | $68,494+26.7% |
| Participation rate | 35.7% | 75.0%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -20.08% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $545 | $3,381-83.9% | $4,814-88.7% | $2,596-79.0% |
| Participant deferral / active EE | $6,795 | $6,110+11.2% | $7,446-8.7% | $4,027+68.7% |
| Admin fee / account holder | $653 | $6,275-89.6% | $10,010-93.5% | $5,403-87.9% |