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 | $36,303 | $117,983-69.2% | $101,794-64.3% | $142,382-74.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 3.27% | 36.92%-33.6pp | 30.53%-27.3pp | 217.08%-213.8pp |
| Employer contribution / active EE | $1,193 | $2,773-57.0% | $2,289-47.9% | $4,299-72.3% |
| Participant deferral / active EE | $2,868 | $4,714-39.1% | $4,084-29.8% | $6,507-55.9% |
| Admin fee / account holder | $28,610 | $10,433+174.2% | $8,777+226.0% | $12,624+126.6% |