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 7-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 | $13,701 | $54,350-74.8% | $82,719-83.4% | $68,494-80.0% |
| Participation rate | 20.8% | 63.9%-43.1pp | 72.6%-51.8pp | 67.9%-47.1pp |
| Annual return | -30.67% | -13.67%-17.0pp | 701.18%-731.8pp | -7.84%-22.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,554 | $3,246-52.1% | $4,395-64.6% | $4,027-61.4% |
| Admin fee / account holder | $1,630 | $4,395-62.9% | $5,329-69.4% | $5,403-69.8% |