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.
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 | $24,156 | $59,805-59.6% | $79,550-69.6% | $68,494-64.7% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.5%-38.7pp | 67.9%-37.1pp |
| Annual return | -23.16% | -12.30%-10.9pp | 0.16%-23.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $221 | $1,505-85.3% | $2,413-90.8% | $2,596-91.5% |
| Participant deferral / active EE | $1,512 | $3,024-50.0% | $3,985-62.1% | $4,027-62.5% |
| Admin fee / account holder | $5,898 | $4,835+22.0% | $6,832-13.7% | $5,403+9.2% |