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 5-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 | $71,616 | $86,944-17.6% | $107,525-33.4% | $74,304-3.6% |
| Participation rate | 38.1% | 59.6%-21.5pp | 75.1%-37.0pp | 60.3%-22.3pp |
| Annual return | 10.96% | 23.52%-12.6pp | 181.32%-170.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,844 | $3,554-20.0% | $5,116-44.4% | $3,767-24.5% |
| Admin fee / account holder | $18,422 | $3,727+394.4% | $8,919+106.6% | $2,969+520.5% |