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.
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 | $34,659 | $48,265-28.2% | $68,791-49.6% | $68,494-49.4% |
| Participation rate | 28.1% | 60.7%-32.6pp | 69.0%-40.9pp | 67.9%-39.8pp |
| Annual return | -22.85% | -12.71%-10.1pp | -6.38%-16.5pp | -7.84%-15.0pp |
| Employer contribution / active EE | $177 | $1,829-90.3% | $2,655-93.3% | $2,596-93.2% |
| Participant deferral / active EE | $1,053 | $2,867-63.3% | $3,941-73.3% | $4,027-73.9% |
| Admin fee / account holder | $805 | $4,355-81.5% | $4,932-83.7% | $5,403-85.1% |