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 | $38,942 | $65,409-40.5% | $98,442-60.4% | $85,850-54.6% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.3%-29.3pp |
| Annual return | 8.83% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $822 | $2,168-62.1% | $2,960-72.2% | $2,565-68.0% |
| Participant deferral / active EE | $2,554 | $3,166-19.3% | $4,276-40.3% | $3,952-35.4% |
| Admin fee / account holder | $342 | $4,593-92.6% | $5,949-94.2% | $6,260-94.5% |