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 10-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 | $30,334 | $59,805-49.3% | $79,550-61.9% | $68,494-55.7% |
| Participation rate | 39.0% | 61.1%-22.0pp | 69.5%-30.5pp | 67.9%-28.9pp |
| Annual return | -20.07% | -12.30%-7.8pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $871 | $1,505-42.1% | $2,413-63.9% | $2,596-66.5% |
| Participant deferral / active EE | $1,513 | $3,024-50.0% | $3,985-62.0% | $4,027-62.4% |
| Admin fee / account holder | $811 | $4,835-83.2% | $6,832-88.1% | $5,403-85.0% |