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 8-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 | $43,303 | $76,000-43.0% | $154,107-71.9% | $64,186-32.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -16.89% | 30.32%-47.2pp | 735.12%-752.0pp | 7.63%-24.5pp |
| Employer contribution / active EE | $771 | $3,351-77.0% | $5,298-85.4% | $2,381-67.6% |
| Participant deferral / active EE | $1,900 | $3,175-40.2% | $5,081-62.6% | $3,470-45.2% |
| Admin fee / account holder | $880 | $5,596-84.3% | $13,411-93.4% | $4,888-82.0% |