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 10-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 | $19,843 | $53,162-62.7% | $91,220-78.2% | $68,494-71.0% |
| Participation rate | 37.8% | 63.2%-25.4pp | 73.2%-35.4pp | 67.9%-30.1pp |
| Annual return | -21.41% | -3.14%-18.3pp | 114.01%-135.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $874 | $2,974-70.6% | $4,234-79.4% | $4,027-78.3% |
| Admin fee / account holder | $1,131 | $4,493-74.8% | $5,420-79.1% | $5,403-79.1% |