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 | $35,715 | $46,674-23.5% | $117,472-69.6% | $68,494-47.9% |
| Participation rate | 57.6% | 56.8%+0.9pp | 70.6%-13.0pp | 67.9%-10.3pp |
| Annual return | -26.03% | -14.52%-11.5pp | 29.74%-55.8pp | -7.84%-18.2pp |
| Employer contribution / active EE | $1,298 | $1,505-13.7% | $4,176-68.9% | $2,596-50.0% |
| Participant deferral / active EE | $2,689 | $2,636+2.0% | $4,070-33.9% | $4,027-33.2% |
| Admin fee / account holder | $723 | $4,020-82.0% | $5,645-87.2% | $5,403-86.6% |