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 9-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 | $77,167 | $82,664-6.6% | $125,339-38.4% | $68,494+12.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.39% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,247 | $3,381-4.0% | $4,814-32.6% | $2,596+25.1% |
| Participant deferral / active EE | $8,746 | $6,110+43.1% | $7,446+17.5% | $4,027+117.2% |
| Admin fee / account holder | $753 | $6,275-88.0% | $10,010-92.5% | $5,403-86.1% |