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 | $83,327 | $48,265+72.6% | $68,791+21.1% | $68,494+21.7% |
| Participation rate | 68.0% | 60.7%+7.3pp | 69.0%-1.0pp | 67.9%+0.1pp |
| Annual return | -19.76% | -12.71%-7.1pp | -6.38%-13.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,550 | $1,829-15.2% | $2,655-41.6% | $2,596-40.3% |
| Participant deferral / active EE | $3,378 | $2,867+17.8% | $3,941-14.3% | $4,027-16.1% |
| Admin fee / account holder | $800 | $4,355-81.6% | $4,932-83.8% | $5,403-85.2% |