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 | $45,049 | $59,805-24.7% | $79,550-43.4% | $68,494-34.2% |
| Participation rate | 48.9% | 61.1%-12.1pp | 69.5%-20.6pp | 67.9%-19.0pp |
| Annual return | -19.99% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,578 | $1,505+4.9% | $2,413-34.6% | $2,596-39.2% |
| Participant deferral / active EE | $2,056 | $3,024-32.0% | $3,985-48.4% | $4,027-49.0% |
| Admin fee / account holder | $9,197 | $4,835+90.2% | $6,832+34.6% | $5,403+70.2% |