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 6-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 | $6,848 | $84,402-91.9% | $61,373-88.8% | $134,475-94.9% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -30.23% | 584.55%-614.8pp | 338.61%-368.8pp | 417.96%-448.2pp |
| Employer contribution / active EE | $1,862 | $1,544+20.6% | $1,159+60.6% | $4,740-60.7% |
| Participant deferral / active EE | $175 | $2,819-93.8% | $2,125-91.8% | $6,400-97.3% |
| Admin fee / account holder | $634 | $2,585-75.5% | $2,130-70.2% | $11,426-94.5% |