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.
Participant 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 | $14,975 | $48,046-68.8% | $84,611-82.3% | $72,985-79.5% |
| Participation rate | 22.7% | 57.6%-34.9pp | 68.2%-45.5pp | 69.5%-46.8pp |
| Annual return | -4.21% | 37.38%-41.6pp | 258.74%-263.0pp | 81.00%-85.2pp |
| Employer contribution / active EE | $493 | $1,602-69.2% | $2,652-81.4% | $2,440-79.8% |
| Participant deferral / active EE | $760 | $2,680-71.6% | $3,899-80.5% | $3,607-78.9% |
| Admin fee / account holder | $9,291 | $3,395+173.7% | $4,912+89.1% | $5,124+81.3% |