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 | $19,797 | $124,281-84.1% | $109,143-81.9% | $167,490-88.2% |
| Participation rate | 26.7% | 79.4%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | -3.90% | 26.04%-29.9pp | 25.75%-29.7pp | 478.56%-482.5pp |
| Employer contribution / active EE | $146 | $4,207-96.5% | $3,722-96.1% | $4,837-97.0% |
| Participant deferral / active EE | $3,021 | $5,255-42.5% | $4,653-35.1% | $6,341-52.4% |
| Admin fee / account holder | $1,850 | $7,970-76.8% | $6,752-72.6% | $12,309-85.0% |