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 | $61,304 | $59,805+2.5% | $79,550-22.9% | $68,494-10.5% |
| Participation rate | 40.4% | 61.1%-20.6pp | 69.5%-29.1pp | 67.9%-27.5pp |
| Annual return | -22.05% | -12.30%-9.7pp | 0.16%-22.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $887 | $1,505-41.1% | $2,413-63.3% | $2,596-65.8% |
| Participant deferral / active EE | $3,841 | $3,024+27.0% | $3,985-3.6% | $4,027-4.6% |
| Admin fee / account holder | $6,751 | $4,835+39.6% | $6,832-1.2% | $5,403+24.9% |