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 | $27,202 | $60,124-54.8% | $90,404-69.9% | $79,858-65.9% |
| Participation rate | 39.4% | 65.0%-25.6pp | 72.7%-33.3pp | 69.6%-30.2pp |
| Annual return | 1.57% | 71.94%-70.4pp | 1293.02%-1291.4pp | 31.71%-30.1pp |
| Employer contribution / active EE | $291 | $2,068-85.9% | $3,262-91.1% | $2,471-88.2% |
| Participant deferral / active EE | $791 | $2,938-73.1% | $3,963-80.0% | $3,740-78.8% |
| Admin fee / account holder | $1,017 | $3,976-74.4% | $5,611-81.9% | $5,306-80.8% |