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 4-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 | $27,410 | $59,107-53.6% | $86,436-68.3% | $68,494-60.0% |
| Participation rate | 42.1% | 75.2%-33.1pp | 80.3%-38.2pp | 67.9%-25.8pp |
| Annual return | -25.52% | -0.23%-25.3pp | 4394.89%-4420.4pp | -7.84%-17.7pp |
| Employer contribution / active EE | $3,535 | $2,519+40.3% | $3,769-6.2% | $2,596+36.1% |
| Participant deferral / active EE | $6,472 | $5,901+9.7% | $6,952-6.9% | $4,027+60.7% |
| Admin fee / account holder | $5,972 | $5,637+5.9% | $6,731-11.3% | $5,403+10.5% |