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 | $57,970 | $95,862-39.5% | $79,550-27.1% | $134,475-56.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -21.01% | -2.69%-18.3pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,063 | $3,128-66.0% | $2,413-55.9% | $4,740-77.6% |
| Participant deferral / active EE | $1,412 | $4,693-69.9% | $3,985-64.6% | $6,400-77.9% |
| Admin fee / account holder | $1,894 | $9,126-79.3% | $6,832-72.3% | $11,426-83.4% |