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 | $66,448 | $73,004-9.0% | $90,749-26.8% | $68,494-3.0% |
| Participation rate | 51.0% | 70.8%-19.8pp | 75.7%-24.6pp | 67.9%-16.8pp |
| Annual return | -18.94% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $637 | $2,193-71.0% | $2,921-78.2% | $2,596-75.5% |
| Participant deferral / active EE | $2,631 | $3,627-27.5% | $4,564-42.4% | $4,027-34.7% |
| Admin fee / account holder | $732 | $5,896-87.6% | $8,445-91.3% | $5,403-86.5% |