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 | $50,200 | $99,985-49.8% | $146,665-65.8% | $85,850-41.5% |
| Participation rate | 55.0% | 73.1%-18.1pp | 80.1%-25.1pp | 69.3%-14.3pp |
| Annual return | 8.40% | 18.93%-10.5pp | 22.74%-14.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,534 | $4,006-36.7% | $5,506-54.0% | $3,952-35.9% |
| Admin fee / account holder | $21,574 | $7,702+180.1% | $10,280+109.9% | $6,260+244.6% |