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 | $82,798 | $81,900+1.1% | $119,609-30.8% | $68,494+20.9% |
| Participation rate | 45.8% | 71.9%-26.1pp | 79.3%-33.4pp | 67.9%-22.1pp |
| Annual return | -19.29% | -23.82%+4.5pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,570 | $2,693-41.7% | $4,232-62.9% | $2,596-39.5% |
| Participant deferral / active EE | $4,667 | $4,148+12.5% | $5,602-16.7% | $4,027+15.9% |
| Admin fee / account holder | $1,270 | $6,582-80.7% | $10,323-87.7% | $5,403-76.5% |