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 7-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 | $66,502 | $73,867-10.0% | $143,757-53.7% | $68,494-2.9% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -23.01% | 1.01%-24.0pp | -0.04%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,740 | $3,184-45.3% | $4,951-64.8% | $2,596-33.0% |
| Participant deferral / active EE | $4,568 | $3,384+35.0% | $5,637-19.0% | $4,027+13.4% |
| Admin fee / account holder | $474 | $5,755-91.8% | $14,673-96.8% | $5,403-91.2% |