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 | $60,721 | $73,933-17.9% | $96,683-37.2% | $75,163-19.2% |
| Participation rate | 60.9% | 66.4%-5.6pp | 74.3%-13.5pp | 67.2%-6.3pp |
| Annual return | 12.62% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,747 | $3,659-52.3% | $4,878-64.2% | $4,125-57.7% |
| Admin fee / account holder | $5,384 | $5,216+3.2% | $6,730-20.0% | $5,651-4.7% |