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 | $11,267 | $96,635-88.3% | $86,612-87.0% | $139,434-91.9% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | -24.34% | 106.41%-130.8pp | 591.07%-615.4pp | 372.94%-397.3pp |
| Employer contribution / active EE | $2,585 | $3,263-20.8% | $3,022-14.5% | $4,751-45.6% |
| Participant deferral / active EE | $2,924 | $4,836-39.5% | $4,438-34.1% | $6,710-56.4% |
| Admin fee / account holder | $16,719 | $6,408+160.9% | $5,614+197.8% | $11,403+46.6% |