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 | $30,326 | $73,867-58.9% | $143,757-78.9% | $68,494-55.7% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -21.07% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,141 | $3,184-64.2% | $4,951-77.0% | $2,596-56.1% |
| Participant deferral / active EE | $2,738 | $3,384-19.1% | $5,637-51.4% | $4,027-32.0% |
| Admin fee / account holder | $4,530 | $5,755-21.3% | $14,673-69.1% | $5,403-16.2% |