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 | $43,684 | $69,207-36.9% | $64,056-31.8% | $139,434-68.7% |
| Participation rate | 18.8% | 75.6%-56.8pp | 72.3%-53.6pp | 80.3%-61.6pp |
| Annual return | 6.67% | 45.88%-39.2pp | 33.69%-27.0pp | 372.94%-366.3pp |
| Employer contribution / active EE | $204 | $3,182-93.6% | $2,747-92.6% | $4,751-95.7% |
| Participant deferral / active EE | $2,321 | $4,682-50.4% | $3,880-40.2% | $6,710-65.4% |
| Admin fee / account holder | $1,256 | $4,244-70.4% | $3,068-59.1% | $11,403-89.0% |