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 7-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 | $21,739 | $69,207-68.6% | $64,056-66.1% | $139,434-84.4% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 9.68% | 45.88%-36.2pp | 33.69%-24.0pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,491 | $3,182-21.7% | $2,747-9.3% | $4,751-47.6% |
| Participant deferral / active EE | $4,453 | $4,682-4.9% | $3,880+14.8% | $6,710-33.6% |
| Admin fee / account holder | $38,831 | $4,244+814.9% | $3,068+1165.6% | $11,403+240.5% |