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 9-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 | $16,267 | $60,124-72.9% | $90,404-82.0% | $79,858-79.6% |
| Participation rate | 65.0% | 65.0%0pp | 72.7%-7.7pp | 69.6%-4.6pp |
| Annual return | 4.95% | 71.94%-67.0pp | 1293.02%-1288.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $937 | $2,068-54.7% | $3,262-71.3% | $2,471-62.1% |
| Participant deferral / active EE | $1,240 | $2,938-57.8% | $3,963-68.7% | $3,740-66.8% |
| Admin fee / account holder | $9,314 | $3,976+134.2% | $5,611+66.0% | $5,306+75.5% |