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 | $31,236 | $69,010-54.7% | $159,960-80.5% | $68,494-54.4% |
| Participation rate | 20.0% | 65.4%-45.4pp | 78.0%-58.0pp | 67.9%-47.9pp |
| Annual return | -20.20% | -9.65%-10.5pp | 408.60%-428.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $942 | $4,212-77.6% | $6,182-84.8% | $4,027-76.6% |
| Admin fee / account holder | $1,703 | $4,798-64.5% | $8,698-80.4% | $5,403-68.5% |