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 | $53,923 | $51,466+4.8% | $78,778-31.6% | $62,292-13.4% |
| Participation rate | 27.3% | 59.8%-32.5pp | 69.2%-41.9pp | 69.5%-42.2pp |
| Annual return | 11.03% | 19.96%-8.9pp | 35.62%-24.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $483 | $827-41.6% | $1,986-75.7% | $2,042-76.3% |
| Participant deferral / active EE | $2,863 | $2,147+33.3% | $2,958-3.2% | $3,169-9.6% |
| Admin fee / account holder | $3,908 | $489+698.6% | $5,134-23.9% | $479+715.2% |