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 4-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 | $19,654 | $61,774-68.2% | $97,226-79.8% | $80,856-75.7% |
| Participation rate | 6.3% | 63.5%-57.3pp | 72.7%-66.4pp | 67.6%-61.4pp |
| Annual return | -47.87% | -557.90%+510.0pp | 75.13%-123.0pp | 35.59%-83.5pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $292 | $3,029-90.4% | $4,264-93.2% | $4,296-93.2% |
| Admin fee / account holder | $18,369 | $5,166+255.6% | $5,654+224.9% | $6,918+165.5% |