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 | $18,723 | $64,707-71.1% | $112,228-83.3% | $68,494-72.7% |
| Participation rate | 59.6% | 67.2%-7.6pp | 75.1%-15.5pp | 67.9%-8.3pp |
| Annual return | -21.21% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,271 | $2,746-53.7% | $3,635-65.0% | $2,596-51.1% |
| Participant deferral / active EE | $2,356 | $3,565-33.9% | $4,728-50.2% | $4,027-41.5% |
| Admin fee / account holder | $2,246 | $5,232-57.1% | $6,410-65.0% | $5,403-58.4% |