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 | $40,180 | $62,586-35.8% | $76,768-47.7% | $64,186-37.4% |
| Participation rate | 32.0% | 72.8%-40.8pp | 77.0%-45.0pp | 69.6%-37.6pp |
| Annual return | -10.00% | -1.95%-8.1pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,574 | $1,832-14.1% | $2,485-36.6% | $2,381-33.9% |
| Participant deferral / active EE | $4,404 | $3,145+40.1% | $3,852+14.4% | $3,470+26.9% |
| Admin fee / account holder | $451 | $4,667-90.3% | $6,675-93.3% | $4,888-90.8% |