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 | $52,105 | $50,529+3.1% | $66,042-21.1% | $85,563-39.1% |
| Participation rate | 40.0% | 57.7%-17.7pp | 67.5%-27.5pp | 66.0%-26.0pp |
| Annual return | 14.34% | 18.34%-4.0pp | 52.11%-37.8pp | 31.51%-17.2pp |
| Employer contribution / active EE | $972 | $1,111-12.5% | $1,579-38.5% | $2,654-63.4% |
| Participant deferral / active EE | $1,611 | $2,768-41.8% | $2,835-43.2% | $4,375-63.2% |
| Admin fee / account holder | $550 | $1,005-45.3% | $5,747-90.4% | $834-34.1% |