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 | $52,860 | $79,944-33.9% | $98,439-46.3% | $75,163-29.7% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.2%-44.6pp | 67.2%-36.6pp |
| Annual return | 5.95% | 19.75%-13.8pp | 21.16%-15.2pp | 160.62%-154.7pp |
| Employer contribution / active EE | $958 | $2,264-57.7% | $3,048-68.6% | $2,670-64.1% |
| Participant deferral / active EE | $2,216 | $3,752-40.9% | $4,738-53.2% | $4,125-46.3% |
| Admin fee / account holder | $6,382 | $6,840-6.7% | $8,948-28.7% | $5,651+12.9% |