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 | $52,370 | $95,416-45.1% | $185,823-71.8% | $85,850-39.0% |
| Participation rate | 47.7% | 68.8%-21.1pp | 81.7%-34.0pp | 69.3%-21.6pp |
| Annual return | 7.94% | 23.59%-15.6pp | 122.05%-114.1pp | 318.53%-310.6pp |
| Employer contribution / active EE | $1,512 | $3,314-54.4% | $5,167-70.7% | $2,565-41.0% |
| Participant deferral / active EE | $1,843 | $3,423-46.2% | $5,568-66.9% | $3,952-53.4% |
| Admin fee / account holder | $6,799 | $7,213-5.7% | $16,237-58.1% | $6,260+8.6% |