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 6-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 | $32,057 | $82,664-61.2% | $125,339-74.4% | $68,494-53.2% |
| Participation rate | 18.2% | 75.0%-56.9pp | 82.4%-64.2pp | 67.9%-49.7pp |
| Annual return | -26.06% | -5.97%-20.1pp | 572.05%-598.1pp | -7.84%-18.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,977 | $6,110-18.6% | $7,446-33.2% | $4,027+23.6% |
| Admin fee / account holder | $4,606 | $6,275-26.6% | $10,010-54.0% | $5,403-14.8% |