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 | $28,231 | $138,044-79.5% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -22.33% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,814-33.9% | $4,740-32.9% |
| Participant deferral / active EE | $4,245 | $7,799-45.6% | $7,446-43.0% | $6,400-33.7% |
| Admin fee / account holder | $2,723 | $11,571-76.5% | $10,010-72.8% | $11,426-76.2% |