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 | $91,290 | $60,124+51.8% | $90,404+1.0% | $79,858+14.3% |
| Participation rate | 16.7% | 65.0%-48.3pp | 72.7%-56.0pp | 69.6%-53.0pp |
| Annual return | 0.05% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $184 | $2,068-91.1% | $3,262-94.4% | $2,471-92.6% |
| Participant deferral / active EE | $880 | $2,938-70.0% | $3,963-77.8% | $3,740-76.5% |
| Admin fee / account holder | $11,486 | $3,976+188.9% | $5,611+104.7% | $5,306+116.5% |