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 | $43,014 | $81,208-47.0% | $98,907-56.5% | $79,858-46.1% |
| Participation rate | 36.7% | 72.5%-35.8pp | 76.0%-39.3pp | 69.6%-32.9pp |
| Annual return | 8.90% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $816 | $1,960-58.4% | $2,689-69.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,806 | $3,265-44.7% | $4,244-57.5% | $3,740-51.7% |
| Admin fee / account holder | $998 | $6,013-83.4% | $6,642-85.0% | $5,306-81.2% |