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 | $53,487 | $91,190-41.3% | $178,490-70.0% | $79,858-33.0% |
| Participation rate | 20.7% | 69.2%-48.5pp | 81.9%-61.2pp | 69.6%-48.9pp |
| Annual return | -26.78% | 24.19%-51.0pp | 151.07%-177.8pp | 31.71%-58.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,557 | $3,236+9.9% | $5,202-31.6% | $3,740-4.9% |
| Admin fee / account holder | $1,399 | $6,751-79.3% | $13,984-90.0% | $5,306-73.6% |