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 6-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 | $20,254 | $73,933-72.6% | $96,683-79.1% | $75,163-73.1% |
| Participation rate | 34.4% | 66.4%-32.0pp | 74.3%-40.0pp | 67.2%-32.8pp |
| Annual return | -17.13% | 26.70%-43.8pp | 35.69%-52.8pp | 160.62%-177.7pp |
| Employer contribution / active EE | $3,569 | $2,928+21.9% | $3,737-4.5% | $2,670+33.7% |
| Participant deferral / active EE | $1,700 | $3,659-53.5% | $4,878-65.1% | $4,125-58.8% |
| Admin fee / account holder | $773 | $5,216-85.2% | $6,730-88.5% | $5,651-86.3% |