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 9-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 | $29,481 | $159,901-81.6% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.23% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,329 | $5,286-37.0% | $4,933-32.5% | $4,660-28.6% |
| Participant deferral / active EE | $6,360 | $8,428-24.5% | $8,070-21.2% | $6,688-4.9% |
| Admin fee / account holder | $63,345 | $15,044+321.1% | $12,998+387.3% | $13,397+372.8% |