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 | $214,976 | $111,754+92.4% | $103,333+108.0% | $145,922+47.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.89% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $739 | $4,212-82.5% | $3,868-80.9% | $4,660-84.1% |
| Participant deferral / active EE | $5,928 | $5,619+5.5% | $5,057+17.2% | $6,688-11.4% |
| Admin fee / account holder | $22,552 | $9,750+131.3% | $8,355+169.9% | $13,397+68.3% |