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 | $67,471 | $115,882-41.8% | $100,516-32.9% | $158,922-57.5% |
| Participation rate | 60.9% | 81.6%-20.7pp | 79.4%-18.5pp | 82.0%-21.1pp |
| Annual return | 6.76% | 34.79%-28.0pp | 30.89%-24.1pp | 302.83%-296.1pp |
| Employer contribution / active EE | $967 | $4,103-76.4% | $3,418-71.7% | $4,761-79.7% |
| Participant deferral / active EE | $7,146 | $6,674+7.1% | $6,270+14.0% | $5,982+19.5% |
| Admin fee / account holder | $52,278 | $10,995+375.4% | $8,081+546.9% | $11,246+364.9% |