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 | $87,873 | $135,635-35.2% | $110,238-20.3% | $135,375-35.1% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.8%-33.7pp | 82.6%-36.5pp |
| Annual return | -9.42% | 513.19%-522.6pp | 314.74%-324.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,016 | $4,906-79.3% | $3,826-73.4% | $4,779-78.7% |
| Participant deferral / active EE | $6,653 | $5,506+20.8% | $4,672+42.4% | $5,609+18.6% |
| Admin fee / account holder | $435 | $11,457-96.2% | $8,547-94.9% | $10,827-96.0% |