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 | $39,542 | $73,004-45.8% | $90,749-56.4% | $68,494-42.3% |
| Participation rate | 57.8% | 70.8%-13.1pp | 75.7%-17.9pp | 67.9%-10.1pp |
| Annual return | -19.41% | -13.81%-5.6pp | -12.16%-7.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,576 | $2,193-28.1% | $2,921-46.0% | $2,596-39.3% |
| Participant deferral / active EE | $3,538 | $3,627-2.4% | $4,564-22.5% | $4,027-12.2% |
| Admin fee / account holder | $1,931 | $5,896-67.3% | $8,445-77.1% | $5,403-64.3% |