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 | $7,840 | $64,839-87.9% | $95,585-91.8% | $84,808-90.8% |
| Participation rate | 3.7% | 63.8%-60.1pp | 72.1%-68.4pp | 68.3%-64.6pp |
| Annual return | -2.76% | -670.96%+668.2pp | 38.56%-41.3pp | 40.90%-43.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $127 | $2,965-95.7% | $4,023-96.8% | $4,212-97.0% |
| Admin fee / account holder | $28,952 | $5,964+385.4% | $6,127+372.5% | $7,344+294.2% |