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 3-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 | $31,923 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 6.52% | 25.55%-19.0pp | 24.88%-18.4pp | 35.59%-29.1pp |
| Employer contribution / active EE | $723 | $3,105-76.7% | $3,868-81.3% | $2,755-73.7% |
| Participant deferral / active EE | $1,914 | $3,869-50.5% | $5,057-62.2% | $4,296-55.4% |
| Admin fee / account holder | $529 | $6,566-91.9% | $8,355-93.7% | $6,918-92.4% |