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 | $68,538 | $138,065-50.4% | $123,544-44.5% | $135,375-49.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.35% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,924 | $5,151-62.7% | $4,628-58.4% | $4,779-59.7% |
| Participant deferral / active EE | $7,119 | $6,799+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $817 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |