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 | $43,034 | $92,703-53.6% | $82,719-48.0% | $134,475-68.0% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -22.85% | 944.92%-967.8pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,503 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $2,842 | $4,802-40.8% | $4,395-35.3% | $6,400-55.6% |
| Admin fee / account holder | $7,602 | $5,983+27.1% | $5,329+42.7% | $11,426-33.5% |