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.
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 | $17,573 | $75,828-76.8% | $147,614-88.1% | $59,632-70.5% |
| Participation rate | 60.7% | 71.6%-10.9pp | 84.6%-23.9pp | 68.7%-8.0pp |
| Annual return | -3.50% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,590 | $3,485-54.4% | $5,564-71.4% | $2,203-27.8% |
| Participant deferral / active EE | $1,747 | $3,130-44.2% | $4,895-64.3% | $3,192-45.3% |
| Admin fee / account holder | $935 | $5,985-84.4% | $11,611-91.9% | $4,297-78.2% |