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 | $30,560 | $159,602-80.9% | $150,045-79.6% | $142,382-78.5% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 11.44% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,825 | $8,310-66.0% | $7,997-64.7% | $6,507-56.6% |
| Admin fee / account holder | $12,413 | $14,846-16.4% | $13,435-7.6% | $12,624-1.7% |