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.
Employer 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 | $32,854 | $65,409-49.8% | $98,442-66.6% | $85,850-61.7% |
| Participation rate | 23.3% | 65.0%-41.7pp | 73.3%-50.0pp | 69.3%-46.0pp |
| Annual return | -3.66% | 21.76%-25.4pp | 1492.73%-1496.4pp | 318.53%-322.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $872 | $3,166-72.5% | $4,276-79.6% | $3,952-77.9% |
| Admin fee / account holder | $3,156 | $4,593-31.3% | $5,949-47.0% | $6,260-49.6% |