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 5-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 | $178,907 | $70,606+153.4% | $53,898+231.9% | $142,382+25.7% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | -12.75% | 619.81%-632.6pp | 528.60%-541.4pp | 217.08%-229.8pp |
| Employer contribution / active EE | $784 | $1,202-34.8% | $932-15.9% | $4,299-81.8% |
| Participant deferral / active EE | $2,129 | $2,364-9.9% | $1,826+16.6% | $6,507-67.3% |
| Admin fee / account holder | $2,997 | $2,852+5.1% | $2,491+20.3% | $12,624-76.3% |