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 | $26,680 | $73,004-63.5% | $90,749-70.6% | $68,494-61.0% |
| Participation rate | 68.1% | 70.8%-2.7pp | 75.7%-7.6pp | 67.9%+0.2pp |
| Annual return | -19.10% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,908 | $2,193-13.0% | $2,921-34.7% | $2,596-26.5% |
| Participant deferral / active EE | $3,624 | $3,627-0.1% | $4,564-20.6% | $4,027-10.0% |
| Admin fee / account holder | $1,301 | $5,896-77.9% | $8,445-84.6% | $5,403-75.9% |