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 | $78,657 | $165,335-52.4% | $149,696-47.5% | $158,922-50.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | -50.74% | 348.15%-398.9pp | 276.60%-327.3pp | 302.83%-353.6pp |
| Employer contribution / active EE | $5,082 | $5,103-0.4% | $4,644+9.4% | $4,761+6.7% |
| Participant deferral / active EE | $7,379 | $7,181+2.8% | $6,842+7.8% | $5,982+23.3% |
| Admin fee / account holder | $117,802 | $10,807+990.1% | $9,309+1165.5% | $11,246+947.5% |