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 9-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 | $25,211 | $69,010-63.5% | $159,960-84.2% | $68,494-63.2% |
| Participation rate | 31.9% | 65.4%-33.5pp | 78.0%-46.1pp | 67.9%-36.0pp |
| Annual return | -20.39% | -9.65%-10.7pp | 408.60%-429.0pp | -7.84%-12.5pp |
| Employer contribution / active EE | $715 | $2,213-67.7% | $4,226-83.1% | $2,596-72.5% |
| Participant deferral / active EE | $1,092 | $4,212-74.1% | $6,182-82.3% | $4,027-72.9% |
| Admin fee / account holder | $2,476 | $4,798-48.4% | $8,698-71.5% | $5,403-54.2% |