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 | $134,689 | $73,867+82.3% | $143,757-6.3% | $68,494+96.6% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -21.15% | 1.01%-22.2pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $836 | $3,184-73.7% | $4,951-83.1% | $2,596-67.8% |
| Participant deferral / active EE | $2,746 | $3,384-18.9% | $5,637-51.3% | $4,027-31.8% |
| Admin fee / account holder | $6,244 | $5,755+8.5% | $14,673-57.4% | $5,403+15.6% |