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 | $176,214 | $95,862+83.8% | $79,550+121.5% | $134,475+31.0% |
| Participation rate | 35.3% | 75.0%-39.7pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -23.60% | -2.69%-20.9pp | 0.16%-23.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $900 | $3,128-71.2% | $2,413-62.7% | $4,740-81.0% |
| Participant deferral / active EE | $3,598 | $4,693-23.3% | $3,985-9.7% | $6,400-43.8% |
| Admin fee / account holder | $41,314 | $9,126+352.7% | $6,832+504.7% | $11,426+261.6% |