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 | $8,769 | $70,606-87.6% | $53,898-83.7% | $142,382-93.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 5.58% | 619.81%-614.2pp | 528.60%-523.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $126 | $1,202-89.5% | $932-86.5% | $4,299-97.1% |
| Participant deferral / active EE | $615 | $2,364-74.0% | $1,826-66.3% | $6,507-90.5% |
| Admin fee / account holder | $9,307 | $2,852+226.4% | $2,491+273.6% | $12,624-26.3% |