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 8-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 | $11,963 | $73,867-83.8% | $143,757-91.7% | $68,494-82.5% |
| Participation rate | 26.3% | 66.7%-40.4pp | 80.3%-54.1pp | 67.9%-41.6pp |
| Annual return | -21.77% | 1.01%-22.8pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $520 | $3,184-83.7% | $4,951-89.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,105 | $3,384-67.3% | $5,637-80.4% | $4,027-72.6% |
| Admin fee / account holder | $923 | $5,755-84.0% | $14,673-93.7% | $5,403-82.9% |