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 | $25,326 | $83,902-69.8% | $167,512-84.9% | $84,808-70.1% |
| Participation rate | 47.6% | 66.5%-18.8pp | 77.1%-29.4pp | 68.3%-20.7pp |
| Annual return | 8.67% | 91.55%-82.9pp | 1615.79%-1607.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,191 | $2,264-47.4% | $3,882-69.3% | $2,631-54.7% |
| Participant deferral / active EE | $1,817 | $4,442-59.1% | $6,405-71.6% | $4,212-56.9% |
| Admin fee / account holder | $22,772 | $7,915+187.7% | $9,769+133.1% | $7,344+210.1% |