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 9-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 | $31,979 | $71,883-55.5% | $86,677-63.1% | $68,494-53.3% |
| Participation rate | 27.9% | 72.2%-44.3pp | 76.6%-48.7pp | 67.9%-40.0pp |
| Annual return | -19.41% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $921 | $2,173-57.6% | $2,836-67.5% | $2,596-64.5% |
| Participant deferral / active EE | $1,613 | $3,779-57.3% | $4,656-65.4% | $4,027-59.9% |
| Admin fee / account holder | $389 | $6,112-93.6% | $7,493-94.8% | $5,403-92.8% |