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 5-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 | $15,604 | $30,400-48.7% | $53,898-71.0% | $84,808-81.6% |
| Participation rate | 25.9% | 46.4%-20.5pp | 55.0%-29.0pp | 68.3%-42.4pp |
| Annual return | 13.58% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $690 | $603+14.5% | $932-26.0% | $2,631-73.8% |
| Participant deferral / active EE | $768 | $1,199-35.9% | $1,826-57.9% | $4,212-81.8% |
| Admin fee / account holder | $663 | $1,993-66.7% | $2,491-73.4% | $7,344-91.0% |