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 7-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 | $28,990 | $129,942-77.7% | $104,294-72.2% | $134,475-78.4% |
| Participation rate | 35.7% | 79.5%-43.8pp | 73.3%-37.5pp | 81.2%-45.5pp |
| Annual return | -24.55% | 42.03%-66.6pp | 24.61%-49.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $600 | $4,184-85.7% | $3,372-82.2% | $4,740-87.3% |
| Participant deferral / active EE | $2,244 | $5,588-59.8% | $4,625-51.5% | $6,400-64.9% |
| Admin fee / account holder | $1,873 | $9,323-79.9% | $7,339-74.5% | $11,426-83.6% |