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 | $76,602 | $135,635-43.5% | $110,238-30.5% | $135,375-43.4% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -10.26% | 513.19%-523.5pp | 314.74%-325.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,465 | $4,906-70.1% | $3,826-61.7% | $4,779-69.3% |
| Participant deferral / active EE | $1,770 | $5,506-67.9% | $4,672-62.1% | $5,609-68.4% |
| Admin fee / account holder | $2,216 | $11,457-80.7% | $8,547-74.1% | $10,827-79.5% |