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 3-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 | $5,076 | $27,915-81.8% | $58,482-91.3% | $75,163-93.2% |
| Participation rate | 9.1% | 38.8%-29.7pp | 50.9%-41.8pp | 67.2%-58.1pp |
| Annual return | -8.58% | 44.20%-52.8pp | 4239.32%-4247.9pp | 160.62%-169.2pp |
| Employer contribution / active EE | $111 | $669-83.4% | $1,053-89.4% | $2,670-95.8% |
| Participant deferral / active EE | $188 | $1,201-84.3% | $1,924-90.2% | $4,125-95.4% |
| Admin fee / account holder | $847 | $1,726-50.9% | $2,516-66.3% | $5,651-85.0% |