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 | $31,011 | $50,958-39.1% | $74,550-58.4% | $64,186-51.7% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -9.97% | -1.86%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,112 | $2,301-8.2% | $3,108-32.0% | $3,470-39.1% |
| Admin fee / account holder | $4,108 | $4,223-2.7% | $5,060-18.8% | $4,888-16.0% |