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 | $96,588 | $65,561+47.3% | $86,188+12.1% | $75,163+28.5% |
| Participation rate | 45.9% | 60.5%-14.6pp | 69.0%-23.1pp | 67.2%-21.3pp |
| Annual return | -45.98% | 46.05%-92.0pp | 1168.45%-1214.4pp | 160.62%-206.6pp |
| Employer contribution / active EE | $867 | $1,553-44.1% | $2,380-63.6% | $2,670-67.5% |
| Participant deferral / active EE | $2,830 | $3,024-6.4% | $3,985-29.0% | $4,125-31.4% |
| Admin fee / account holder | $1,878 | $5,474-65.7% | $6,852-72.6% | $5,651-66.8% |