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 | $23,366 | $65,041-64.1% | $90,951-74.3% | $79,858-70.7% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.0%-1.3pp | 69.6%-1.9pp |
| Annual return | 3.62% | 30.45%-26.8pp | 134.60%-131.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $361 | $1,247-71.1% | $2,122-83.0% | $2,471-85.4% |
| Participant deferral / active EE | $2,170 | $2,512-13.6% | $3,373-35.7% | $3,740-42.0% |
| Admin fee / account holder | $32,295 | $4,536+612.0% | $5,959+442.0% | $5,306+508.6% |