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 10-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 | $75,196 | $106,515-29.4% | $96,683-22.2% | $139,434-46.1% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | -18.19% | 38.43%-56.6pp | 35.69%-53.9pp | 372.94%-391.1pp |
| Employer contribution / active EE | $979 | $4,103-76.1% | $3,737-73.8% | $4,751-79.4% |
| Participant deferral / active EE | $3,325 | $5,454-39.0% | $4,878-31.8% | $6,710-50.5% |
| Admin fee / account holder | $4,984 | $7,877-36.7% | $6,730-25.9% | $11,403-56.3% |