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 8-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 | $29,813 | $142,344-79.1% | $119,609-75.1% | $134,475-77.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -25.27% | -12.44%-12.8pp | -14.97%-10.3pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,245 | $5,222-76.2% | $4,232-70.6% | $4,740-73.7% |
| Participant deferral / active EE | $1,495 | $6,469-76.9% | $5,602-73.3% | $6,400-76.6% |
| Admin fee / account holder | $1,257 | $13,584-90.7% | $10,323-87.8% | $11,426-89.0% |