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 | $18,046 | $190,805-90.5% | $159,960-88.7% | $134,475-86.6% |
| Participation rate | 38.5% | 81.9%-43.5pp | 78.0%-39.5pp | 81.2%-42.8pp |
| Annual return | -21.90% | 552.23%-574.1pp | 408.60%-430.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $846 | $4,995-83.1% | $4,226-80.0% | $4,740-82.2% |
| Participant deferral / active EE | $954 | $6,923-86.2% | $6,182-84.6% | $6,400-85.1% |
| Admin fee / account holder | $3,093 | $10,471-70.5% | $8,698-64.4% | $11,426-72.9% |