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 | $29,195 | $107,791-72.9% | $90,645-67.8% | $135,375-78.4% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -11.22% | -0.90%-10.3pp | 1.88%-13.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,471 | $3,018-51.3% | $2,532-41.9% | $4,779-69.2% |
| Participant deferral / active EE | $4,097 | $3,872+5.8% | $3,425+19.6% | $5,609-26.9% |
| Admin fee / account holder | $2,128 | $5,930-64.1% | $4,994-57.4% | $10,827-80.3% |