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 | $34,836 | $94,625-63.2% | $116,228-70.0% | $84,808-58.9% |
| Participation rate | 32.0% | 70.4%-38.4pp | 74.6%-42.6pp | 68.3%-36.3pp |
| Annual return | 4.20% | 20.40%-16.2pp | 90.06%-85.9pp | 40.90%-36.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,647 | $3,972-8.2% | $4,953-26.4% | $4,212-13.4% |
| Admin fee / account holder | $50,049 | $10,091+396.0% | $11,989+317.5% | $7,344+581.5% |