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 | $67,991 | $46,674+45.7% | $117,472-42.1% | $68,494-0.7% |
| Participation rate | 53.8% | 56.8%-2.9pp | 70.6%-16.7pp | 67.9%-14.0pp |
| Annual return | -21.48% | -14.52%-7.0pp | 29.74%-51.2pp | -7.84%-13.6pp |
| Employer contribution / active EE | $348 | $1,505-76.9% | $4,176-91.7% | $2,596-86.6% |
| Participant deferral / active EE | $1,451 | $2,636-45.0% | $4,070-64.4% | $4,027-64.0% |
| Admin fee / account holder | $45,247 | $4,020+1025.6% | $5,645+701.6% | $5,403+737.5% |