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 | $76,257 | $179,726-57.6% | $156,263-51.2% | $142,382-46.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | -3.15% | 77.86%-81.0pp | 59.47%-62.6pp | 217.08%-220.2pp |
| Employer contribution / active EE | $665 | $5,069-86.9% | $4,333-84.6% | $4,299-84.5% |
| Participant deferral / active EE | $2,391 | $6,956-65.6% | $6,158-61.2% | $6,507-63.3% |
| Admin fee / account holder | $5,276 | $17,272-69.5% | $14,255-63.0% | $12,624-58.2% |