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 | $35,503 | $176,056-79.8% | $159,436-77.7% | $167,490-78.8% |
| Participation rate | 35.7% | 84.9%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 9.26% | 331.75%-322.5pp | 263.57%-254.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $9 | $5,297-99.8% | $4,829-99.8% | $4,837-99.8% |
| Participant deferral / active EE | $3,994 | $7,750-48.5% | $7,352-45.7% | $6,341-37.0% |
| Admin fee / account holder | $2,915 | $12,554-76.8% | $10,799-73.0% | $12,309-76.3% |