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 | $44,653 | $45,035-0.8% | $62,995-29.1% | $70,131-36.3% |
| Participation rate | 56.0% | 69.5%-13.5pp | 74.8%-18.8pp | 69.5%-13.5pp |
| Annual return | 8.29% | 18.76%-10.5pp | 87.57%-79.3pp | 73.14%-64.8pp |
| Employer contribution / active EE | $1,261 | $2,051-38.5% | $2,759-54.3% | $2,342-46.2% |
| Participant deferral / active EE | $2,144 | $2,465-13.0% | $3,329-35.6% | $3,332-35.6% |
| Admin fee / account holder | $1,739 | $2,834-38.6% | $3,600-51.7% | $4,645-62.6% |