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 | $38,286 | $73,867-48.2% | $143,757-73.4% | $68,494-44.1% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.2pp | 67.9%-9.8pp |
| Annual return | -20.39% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,804 | $3,184-11.9% | $4,951-43.4% | $2,596+8.0% |
| Participant deferral / active EE | $3,442 | $3,384+1.7% | $5,637-38.9% | $4,027-14.5% |
| Admin fee / account holder | $371 | $5,755-93.6% | $14,673-97.5% | $5,403-93.1% |