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 5-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 | $47,800 | $105,860-54.8% | $90,749-47.3% | $134,475-64.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -23.77% | -11.01%-12.8pp | -12.16%-11.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,525 | $3,462-55.9% | $2,921-47.8% | $4,740-67.8% |
| Participant deferral / active EE | $13,000 | $5,216+149.3% | $4,564+184.8% | $6,400+103.1% |
| Admin fee / account holder | $362 | $13,938-97.4% | $8,445-95.7% | $11,426-96.8% |