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 | $76,457 | $73,004+4.7% | $90,749-15.7% | $68,494+11.6% |
| Participation rate | 66.1% | 70.8%-4.7pp | 75.7%-9.6pp | 67.9%-1.8pp |
| Annual return | -19.05% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,032 | $3,627-44.0% | $4,564-55.5% | $4,027-49.5% |
| Admin fee / account holder | $1,872 | $5,896-68.2% | $8,445-77.8% | $5,403-65.3% |