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 | $100,474 | $81,248+23.7% | $155,509-35.4% | $80,856+24.3% |
| Participation rate | 19.0% | 66.2%-47.2pp | 78.2%-59.1pp | 67.6%-48.6pp |
| Annual return | 9.90% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $243 | $3,100-92.2% | $4,672-94.8% | $2,755-91.2% |
| Participant deferral / active EE | $913 | $3,452-73.6% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $976 | $7,997-87.8% | $15,912-93.9% | $6,918-85.9% |