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 5-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 | $27,199 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 22.9% | 75.0%-52.2pp | 82.4%-59.5pp | 67.9%-45.0pp |
| Annual return | -22.17% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $460 | $3,381-86.4% | $4,814-90.5% | $2,596-82.3% |
| Participant deferral / active EE | $3,223 | $6,110-47.3% | $7,446-56.7% | $4,027-20.0% |
| Admin fee / account holder | $13,593 | $6,275+116.6% | $10,010+35.8% | $5,403+151.6% |