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 9-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 | $23,587 | $42,383-44.3% | $76,523-69.2% | $64,186-63.3% |
| Participation rate | 8.2% | 58.1%-50.0pp | 68.0%-59.8pp | 69.6%-61.4pp |
| Annual return | -16.96% | -16.54%-0.4pp | -0.27%-16.7pp | 7.63%-24.6pp |
| Employer contribution / active EE | $228 | $1,563-85.4% | $2,647-91.4% | $2,381-90.4% |
| Participant deferral / active EE | $1,145 | $2,566-55.4% | $3,835-70.1% | $3,470-67.0% |
| Admin fee / account holder | $526 | $3,198-83.5% | $4,848-89.1% | $4,888-89.2% |