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 | $22,894 | $30,400-24.7% | $53,898-57.5% | $84,808-73.0% |
| Participation rate | 56.6% | 46.4%+10.2pp | 55.0%+1.6pp | 68.3%-11.7pp |
| Annual return | 14.09% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $574 | $603-4.7% | $932-38.4% | $2,631-78.2% |
| Participant deferral / active EE | $995 | $1,199-17.0% | $1,826-45.5% | $4,212-76.4% |
| Admin fee / account holder | $1,078 | $1,993-45.9% | $2,491-56.7% | $7,344-85.3% |