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 | $79,082 | $71,050+11.3% | $93,606-15.5% | $80,856-2.2% |
| Participation rate | 34.9% | 60.4%-25.5pp | 68.7%-33.8pp | 67.6%-32.7pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $323 | $1,564-79.3% | $2,420-86.6% | $2,755-88.3% |
| Participant deferral / active EE | $1,250 | $4,034-69.0% | $4,411-71.7% | $4,296-70.9% |
| Admin fee / account holder | $1,604 | $6,945-76.9% | $8,285-80.6% | $6,918-76.8% |