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 | $13,335 | $45,863-70.9% | $77,024-82.7% | $68,494-80.5% |
| Participation rate | 68.6% | 55.9%+12.7pp | 67.9%+0.7pp | 67.9%+0.7pp |
| Annual return | -21.72% | 1.72%-23.4pp | 42.32%-64.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,798 | $1,650+69.6% | $2,812-0.5% | $2,596+7.8% |
| Participant deferral / active EE | $2,804 | $2,962-5.3% | $4,426-36.7% | $4,027-30.4% |
| Admin fee / account holder | $1,872 | $3,041-38.4% | $5,425-65.5% | $5,403-65.4% |