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 7-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 | $56,422 | $96,635-41.6% | $86,612-34.9% | $139,434-59.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.68% | 106.41%-95.7pp | 591.07%-580.4pp | 372.94%-362.3pp |
| Employer contribution / active EE | $8,983 | $3,263+175.3% | $3,022+197.2% | $4,751+89.1% |
| Participant deferral / active EE | $20,111 | $4,836+315.9% | $4,438+353.2% | $6,710+199.7% |
| Admin fee / account holder | $197,833 | $6,408+2987.4% | $5,614+3423.8% | $11,403+1635.0% |