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 | $32,070 | $109,327-70.7% | $89,391-64.1% | $158,922-79.8% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | -13.06% | 345.68%-358.7pp | 245.62%-258.7pp | 302.83%-315.9pp |
| Employer contribution / active EE | $623 | $3,170-80.3% | $2,586-75.9% | $4,761-86.9% |
| Participant deferral / active EE | $744 | $4,598-83.8% | $3,890-80.9% | $5,982-87.6% |
| Admin fee / account holder | $6,349 | $6,153+3.2% | $4,881+30.1% | $11,246-43.5% |