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 | $72,491 | $101,724-28.7% | $164,813-56.0% | $80,856-10.3% |
| Participation rate | 55.7% | 71.8%-16.1pp | 78.6%-22.9pp | 67.6%-11.9pp |
| Annual return | 9.64% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $726 | $2,953-75.4% | $4,341-83.3% | $2,755-73.6% |
| Participant deferral / active EE | $2,240 | $4,477-50.0% | $6,031-62.9% | $4,296-47.9% |
| Admin fee / account holder | $35,173 | $8,227+327.5% | $12,690+177.2% | $6,918+408.4% |