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 | $64,354 | $76,912-16.3% | $129,110-50.2% | $68,494-6.0% |
| Participation rate | 51.7% | 69.1%-17.4pp | 77.3%-25.5pp | 67.9%-16.2pp |
| Annual return | -19.41% | -9.78%-9.6pp | -10.94%-8.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,831 | $3,243-12.7% | $5,052-44.0% | $2,596+9.0% |
| Participant deferral / active EE | $5,393 | $4,732+14.0% | $6,542-17.6% | $4,027+33.9% |
| Admin fee / account holder | $3,071 | $6,638-53.7% | $14,302-78.5% | $5,403-43.2% |