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 | $66,396 | $104,486-36.5% | $76,817-13.6% | $152,861-56.6% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | -3.93% | 1013.37%-1017.3pp | 1166.11%-1170.0pp | 345.32%-349.2pp |
| Employer contribution / active EE | $1,091 | $3,116-65.0% | $2,302-52.6% | $4,762-77.1% |
| Participant deferral / active EE | $2,832 | $4,236-33.1% | $3,336-15.1% | $5,850-51.6% |
| Admin fee / account holder | $587 | $12,275-95.2% | $6,420-90.9% | $11,596-94.9% |