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 | $51,717 | $77,634-33.4% | $156,549-67.0% | $62,891-17.8% |
| Participation rate | 41.2% | 71.2%-30.0pp | 84.0%-42.8pp | 69.3%-28.1pp |
| Annual return | 2.91% | 50.32%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $268 | $3,444-92.2% | $5,501-95.1% | $2,281-88.3% |
| Participant deferral / active EE | $2,262 | $3,045-25.7% | $4,871-53.6% | $3,203-29.4% |
| Admin fee / account holder | $4,714 | $5,561-15.2% | $13,027-63.8% | $4,296+9.7% |