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 | $49,512 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 6.68% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $360 | $4,810-92.5% | $4,305-91.6% | $4,299-91.6% |
| Participant deferral / active EE | $1,800 | $6,272-71.3% | $5,540-67.5% | $6,507-72.3% |
| Admin fee / account holder | $116,007 | $16,786+591.1% | $14,329+709.6% | $12,624+819.0% |