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 | $139,667 | $158,817-12.1% | $121,196+15.2% | $135,375+3.2% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.7%-46.7pp | 82.6%-57.6pp |
| Annual return | -15.29% | -0.64%-14.6pp | 16.93%-32.2pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,608 | $5,665-71.6% | $4,022-60.0% | $4,779-66.4% |
| Participant deferral / active EE | $6,163 | $4,005+53.9% | $3,344+84.3% | $5,609+9.9% |
| Admin fee / account holder | $10,164 | $6,512+56.1% | $5,019+102.5% | $10,827-6.1% |