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 | $48,981 | $111,754-56.2% | $103,333-52.6% | $145,922-66.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.37% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,375 | $4,212-67.4% | $3,868-64.4% | $4,660-70.5% |
| Participant deferral / active EE | $2,701 | $5,619-51.9% | $5,057-46.6% | $6,688-59.6% |
| Admin fee / account holder | $892 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |