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 9-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 | $36,916 | $58,927-37.4% | $76,817-51.9% | $72,985-49.4% |
| Participation rate | 52.1% | 67.3%-15.2pp | 72.1%-20.0pp | 69.5%-17.4pp |
| Annual return | 15.65% | 2305.64%-2290.0pp | 1166.11%-1150.5pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,996 | $2,690+11.3% | $3,336-10.2% | $3,607-17.0% |
| Admin fee / account holder | $11,041 | $4,013+175.1% | $6,420+72.0% | $5,124+115.5% |