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 | $9,048 | $27,641-67.3% | $61,373-85.3% | $68,494-86.8% |
| Participation rate | 15.2% | 39.5%-24.3pp | 52.6%-37.4pp | 67.9%-52.7pp |
| Annual return | -22.24% | -13.24%-9.0pp | 338.61%-360.8pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,233 | $1,263-2.4% | $2,125-42.0% | $4,027-69.4% |
| Admin fee / account holder | $470 | $2,010-76.6% | $2,130-77.9% | $5,403-91.3% |