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 | $44,922 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 4.5% | 84.0%-79.4pp | 82.2%-77.6pp | 80.3%-75.7pp |
| Annual return | -49.13% | 98.13%-147.3pp | 418.34%-467.5pp | 561.29%-610.4pp |
| Employer contribution / active EE | $2,384 | $5,286-54.9% | $4,933-51.7% | $4,660-48.8% |
| Participant deferral / active EE | $5,840 | $8,428-30.7% | $8,070-27.6% | $6,688-12.7% |
| Admin fee / account holder | $734,556 | $15,044+4782.8% | $12,998+5551.3% | $13,397+5383.0% |