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 5-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 | $18,546 | $59,805-69.0% | $79,550-76.7% | $68,494-72.9% |
| Participation rate | 63.8% | 61.1%+2.7pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -20.85% | -12.30%-8.5pp | 0.16%-21.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $906 | $1,505-39.8% | $2,413-62.5% | $2,596-65.1% |
| Participant deferral / active EE | $1,125 | $3,024-62.8% | $3,985-71.8% | $4,027-72.1% |
| Admin fee / account holder | $1,741 | $4,835-64.0% | $6,832-74.5% | $5,403-67.8% |