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 | $37,558 | $54,350-30.9% | $82,719-54.6% | $68,494-45.2% |
| Participation rate | 21.6% | 63.9%-42.3pp | 72.6%-50.9pp | 67.9%-46.3pp |
| Annual return | -23.12% | -13.67%-9.4pp | 701.18%-724.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $721 | $2,218-67.5% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $3,491 | $3,246+7.5% | $4,395-20.6% | $4,027-13.3% |
| Admin fee / account holder | $550 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |