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 | $90,638 | $138,065-34.4% | $123,544-26.6% | $135,375-33.0% |
| Participation rate | 54.2% | 84.7%-30.6pp | 82.3%-28.1pp | 82.6%-28.5pp |
| Annual return | -9.95% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,710 | $5,151-66.8% | $4,628-63.0% | $4,779-64.2% |
| Participant deferral / active EE | $5,198 | $6,799-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $1,564 | $10,916-85.7% | $9,284-83.2% | $10,827-85.6% |