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 | $30,942 | $82,664-62.6% | $125,339-75.3% | $68,494-54.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -25.32% | -5.97%-19.4pp | 572.05%-597.4pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,093 | $3,381-67.7% | $4,814-77.3% | $2,596-57.9% |
| Participant deferral / active EE | $1,588 | $6,110-74.0% | $7,446-78.7% | $4,027-60.6% |
| Admin fee / account holder | $2,385 | $6,275-62.0% | $10,010-76.2% | $5,403-55.8% |