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 | $59,047 | $65,409-9.7% | $98,442-40.0% | $85,850-31.2% |
| Participation rate | 55.3% | 65.0%-9.7pp | 73.3%-18.0pp | 69.3%-14.0pp |
| Annual return | 8.85% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,116 | $2,168-48.5% | $2,960-62.3% | $2,565-56.5% |
| Participant deferral / active EE | $4,549 | $3,166+43.7% | $4,276+6.4% | $3,952+15.1% |
| Admin fee / account holder | $11,442 | $4,593+149.1% | $5,949+92.3% | $6,260+82.8% |