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 | $9,143 | $48,795-81.3% | $65,493-86.0% | $84,808-89.2% |
| Participation rate | 62.1% | 67.0%-4.9pp | 73.1%-11.0pp | 68.3%-6.2pp |
| Annual return | 6.87% | 20.20%-13.3pp | 982.45%-975.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $864 | $1,930-55.3% | $2,574-66.5% | $2,631-67.2% |
| Participant deferral / active EE | $1,353 | $2,928-53.8% | $3,961-65.8% | $4,212-67.9% |
| Admin fee / account holder | $1,772 | $3,877-54.3% | $5,028-64.8% | $7,344-75.9% |