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 | $88,856 | $89,753-1.0% | $107,525-17.4% | $84,808+4.8% |
| Participation rate | 51.6% | 68.1%-16.4pp | 75.1%-23.5pp | 68.3%-16.7pp |
| Annual return | 10.84% | 29.48%-18.6pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,276 | $4,056+5.4% | $5,116-16.4% | $4,212+1.5% |
| Admin fee / account holder | $36,740 | $7,222+408.7% | $8,919+311.9% | $7,344+400.3% |