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 | $79,739 | $58,208+37.0% | $81,812-2.5% | $80,856-1.4% |
| Participation rate | 45.6% | 63.4%-17.8pp | 72.3%-26.8pp | 67.6%-22.1pp |
| Annual return | 10.20% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $180 | $2,340-92.3% | $2,912-93.8% | $2,755-93.5% |
| Participant deferral / active EE | $2,366 | $3,281-27.9% | $4,319-45.2% | $4,296-44.9% |
| Admin fee / account holder | $22,821 | $4,981+358.1% | $7,386+209.0% | $6,918+229.9% |