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 | $26,352 | $138,065-80.9% | $123,544-78.7% | $135,375-80.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.09% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,808 | $5,151-45.5% | $4,628-39.3% | $4,779-41.3% |
| Participant deferral / active EE | $2,181 | $6,799-67.9% | $6,426-66.1% | $5,609-61.1% |
| Admin fee / account holder | $1,722 | $10,916-84.2% | $9,284-81.5% | $10,827-84.1% |