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 | $13,762 | $158,398-91.3% | $126,539-89.1% | $142,382-90.3% |
| Participation rate | 26.1% | 75.8%-49.7pp | 69.8%-43.7pp | 80.1%-54.0pp |
| Annual return | -0.92% | 593.76%-594.7pp | 425.95%-426.9pp | 217.08%-218.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,268 | $4,767-73.4% | $4,083-68.9% | $6,507-80.5% |
| Admin fee / account holder | $3,019 | $6,918-56.4% | $6,065-50.2% | $12,624-76.1% |