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 6-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 | $51,310 | $91,190-43.7% | $178,490-71.3% | $79,858-35.7% |
| Participation rate | 54.4% | 69.2%-14.8pp | 81.9%-27.5pp | 69.6%-15.2pp |
| Annual return | -0.99% | 24.19%-25.2pp | 151.07%-152.1pp | 31.71%-32.7pp |
| Employer contribution / active EE | $1,344 | $3,256-58.7% | $5,011-73.2% | $2,471-45.6% |
| Participant deferral / active EE | $2,415 | $3,236-25.4% | $5,202-53.6% | $3,740-35.4% |
| Admin fee / account holder | $3,320 | $6,751-50.8% | $13,984-76.3% | $5,306-37.4% |