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 8-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 | $35,283 | $95,862-63.2% | $79,550-55.6% | $134,475-73.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -20.91% | -2.69%-18.2pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $722 | $3,128-76.9% | $2,413-70.1% | $4,740-84.8% |
| Participant deferral / active EE | $5,175 | $4,693+10.3% | $3,985+29.9% | $6,400-19.1% |
| Admin fee / account holder | $353 | $9,126-96.1% | $6,832-94.8% | $11,426-96.9% |