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 | $49,876 | $115,882-57.0% | $100,516-50.4% | $158,922-68.6% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | -0.14% | 34.79%-34.9pp | 30.89%-31.0pp | 302.83%-303.0pp |
| Employer contribution / active EE | $886 | $4,103-78.4% | $3,418-74.1% | $4,761-81.4% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $473 | $10,995-95.7% | $8,081-94.1% | $11,246-95.8% |