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 | $77,447 | $59,805+29.5% | $79,550-2.6% | $68,494+13.1% |
| Participation rate | 61.2% | 61.1%+0.2pp | 69.5%-8.3pp | 67.9%-6.7pp |
| Annual return | -21.14% | -12.30%-8.8pp | 0.16%-21.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,398 | $1,505-7.1% | $2,413-42.1% | $2,596-46.1% |
| Participant deferral / active EE | $2,858 | $3,024-5.5% | $3,985-28.3% | $4,027-29.0% |
| Admin fee / account holder | $2,599 | $4,835-46.2% | $6,832-62.0% | $5,403-51.9% |