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 8-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 | $80,209 | $133,958-40.1% | $112,228-28.5% | $134,475-40.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.73% | 47.11%-67.8pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,486 | $4,038-38.4% | $3,635-31.6% | $4,740-47.6% |
| Participant deferral / active EE | $4,875 | $5,291-7.9% | $4,728+3.1% | $6,400-23.8% |
| Admin fee / account holder | $845 | $7,489-88.7% | $6,410-86.8% | $11,426-92.6% |