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 | $64,494 | $54,350+18.7% | $82,719-22.0% | $68,494-5.8% |
| Participation rate | 34.3% | 63.9%-29.6pp | 72.6%-38.3pp | 67.9%-33.6pp |
| Annual return | -21.00% | -13.67%-7.3pp | 701.18%-722.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $517 | $2,218-76.7% | $3,009-82.8% | $2,596-80.1% |
| Participant deferral / active EE | $1,905 | $3,246-41.3% | $4,395-56.7% | $4,027-52.7% |
| Admin fee / account holder | $3,810 | $4,395-13.3% | $5,329-28.5% | $5,403-29.5% |