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 | $46,290 | $92,222-49.8% | $76,768-39.7% | $135,375-65.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -33.79% | 5.46%-39.3pp | 2.43%-36.2pp | 519.73%-553.5pp |
| Employer contribution / active EE | $15,117 | $3,216+370.1% | $2,485+508.3% | $4,779+216.3% |
| Participant deferral / active EE | $7,709 | $4,509+71.0% | $3,852+100.2% | $5,609+37.4% |
| Admin fee / account holder | $401 | $10,748-96.3% | $6,675-94.0% | $10,827-96.3% |