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 7-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 | $94,855 | $127,065-25.3% | $113,168-16.2% | $142,382-33.4% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | -0.86% | 24.03%-24.9pp | 24.27%-25.1pp | 217.08%-217.9pp |
| Employer contribution / active EE | $681 | $3,442-80.2% | $2,975-77.1% | $4,299-84.2% |
| Participant deferral / active EE | $7,702 | $5,716+34.7% | $5,107+50.8% | $6,507+18.4% |
| Admin fee / account holder | $5,520 | $15,736-64.9% | $12,068-54.3% | $12,624-56.3% |