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 | $24,725 | $82,664-70.1% | $125,339-80.3% | $68,494-63.9% |
| Participation rate | 69.4% | 75.0%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -24.21% | -5.97%-18.2pp | 572.05%-596.3pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,005 | $3,381-40.7% | $4,814-58.4% | $2,596-22.8% |
| Participant deferral / active EE | $3,446 | $6,110-43.6% | $7,446-53.7% | $4,027-14.4% |
| Admin fee / account holder | $1,140 | $6,275-81.8% | $10,010-88.6% | $5,403-78.9% |