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 | $39,048 | $68,719-43.2% | $91,541-57.3% | $84,808-54.0% |
| Participation rate | 40.4% | 64.5%-24.1pp | 69.8%-29.4pp | 68.3%-27.9pp |
| Annual return | 8.27% | 19.12%-10.8pp | 20.50%-12.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $244 | $1,920-87.3% | $2,505-90.2% | $2,631-90.7% |
| Participant deferral / active EE | $1,212 | $3,136-61.4% | $4,008-69.8% | $4,212-71.2% |
| Admin fee / account holder | $9,867 | $5,786+70.5% | $6,956+41.8% | $7,344+34.4% |