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 | $27,532 | $118,450-76.8% | $98,439-72.0% | $139,434-80.3% |
| Participation rate | 52.9% | 77.4%-24.5pp | 75.2%-22.2pp | 80.3%-27.4pp |
| Annual return | 5.20% | 18.94%-13.7pp | 21.16%-16.0pp | 372.94%-367.7pp |
| Employer contribution / active EE | $657 | $3,609-81.8% | $3,048-78.4% | $4,751-86.2% |
| Participant deferral / active EE | $1,874 | $5,392-65.2% | $4,738-60.5% | $6,710-72.1% |
| Admin fee / account holder | $4,268 | $14,026-69.6% | $8,948-52.3% | $11,403-62.6% |