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 4-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 | $4,887 | $104,974-95.3% | $95,585-94.9% | $142,382-96.6% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 8.72% | 210.33%-201.6pp | 38.56%-29.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $673 | $2,779-75.8% | $2,527-73.3% | $4,299-84.3% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,142 | $6,386-66.5% | $6,127-65.0% | $12,624-83.0% |