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 | $18,688 | $29,660-37.0% | $56,411-66.9% | $80,856-76.9% |
| Participation rate | 19.0% | 41.6%-22.6pp | 52.5%-33.4pp | 67.6%-48.6pp |
| Annual return | 6.39% | 35.23%-28.8pp | 1701.33%-1694.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $154 | $669-77.0% | $1,039-85.2% | $2,755-94.4% |
| Participant deferral / active EE | $807 | $1,226-34.1% | $1,952-58.6% | $4,296-81.2% |
| Admin fee / account holder | $666 | $2,428-72.6% | $2,829-76.5% | $6,918-90.4% |