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 7-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 | $56,879 | $112,096-49.3% | $95,952-40.7% | $158,922-64.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | -0.13% | 171.09%-171.2pp | 91.61%-91.7pp | 302.83%-303.0pp |
| Employer contribution / active EE | $1,185 | $3,198-62.9% | $2,541-53.4% | $4,761-75.1% |
| Participant deferral / active EE | $4,176 | $4,784-12.7% | $4,167+0.2% | $5,982-30.2% |
| Admin fee / account holder | $315 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |