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 | $64,467 | $81,900-21.3% | $119,609-46.1% | $68,494-5.9% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -31.24% | -23.82%-7.4pp | -14.97%-16.3pp | -7.84%-23.4pp |
| Employer contribution / active EE | $293 | $2,693-89.1% | $4,232-93.1% | $2,596-88.7% |
| Participant deferral / active EE | $3,380 | $4,148-18.5% | $5,602-39.7% | $4,027-16.1% |
| Admin fee / account holder | $18,461 | $6,582+180.5% | $10,323+78.8% | $5,403+241.7% |