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 | $44,097 | $135,635-67.5% | $110,238-60.0% | $135,375-67.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -13.98% | 513.19%-527.2pp | 314.74%-328.7pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,554 | $4,906-68.3% | $3,826-59.4% | $4,779-67.5% |
| Participant deferral / active EE | $4,031 | $5,506-26.8% | $4,672-13.7% | $5,609-28.1% |
| Admin fee / account holder | $1,854 | $11,457-83.8% | $8,547-78.3% | $10,827-82.9% |