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 | $12,627 | $30,732-58.9% | $59,496-78.8% | $59,632-78.8% |
| Participation rate | 31.4% | 43.2%-11.8pp | 54.6%-23.1pp | 68.7%-37.2pp |
| Annual return | -4.86% | 4.47%-9.3pp | 182.05%-186.9pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $216 | $631-65.7% | $1,153-81.3% | $2,203-90.2% |
| Participant deferral / active EE | $615 | $1,183-48.0% | $1,829-66.4% | $3,192-80.7% |
| Admin fee / account holder | $467 | $2,136-78.1% | $2,232-79.1% | $4,297-89.1% |