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 | $55,303 | $80,968-31.7% | $96,544-42.7% | $75,163-26.4% |
| Participation rate | 65.8% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.4pp |
| Annual return | 10.65% | 27.06%-16.4pp | 25.84%-15.2pp | 160.62%-150.0pp |
| Employer contribution / active EE | $601 | $2,282-73.7% | $2,965-79.7% | $2,670-77.5% |
| Participant deferral / active EE | $3,402 | $3,928-13.4% | $4,851-29.9% | $4,125-17.5% |
| Admin fee / account holder | $2,104 | $6,724-68.7% | $8,252-74.5% | $5,651-62.8% |