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 | $32,236 | $80,717-60.1% | $154,803-79.2% | $84,808-62.0% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 10.73% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,183 | $2,761-57.2% | $4,305-72.5% | $2,631-55.0% |
| Participant deferral / active EE | $3,051 | $3,303-7.6% | $5,540-44.9% | $4,212-27.6% |
| Admin fee / account holder | $2,911 | $6,746-56.8% | $14,329-79.7% | $7,344-60.4% |