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 8-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 | $73,568 | $83,477-11.9% | $125,175-41.2% | $72,985+0.8% |
| Participation rate | 29.6% | 73.3%-43.7pp | 79.8%-50.2pp | 69.5%-39.9pp |
| Annual return | 14.72% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,101 | $2,345-53.1% | $3,865-71.5% | $2,440-54.9% |
| Participant deferral / active EE | $2,365 | $3,585-34.0% | $4,937-52.1% | $3,607-34.4% |
| Admin fee / account holder | $11,147 | $5,517+102.0% | $9,702+14.9% | $5,124+117.5% |