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 | $63,823 | $65,862-3.1% | $124,672-48.8% | $79,386-19.6% |
| Participation rate | 30.7% | 62.2%-31.5pp | 74.6%-43.9pp | 70.7%-40.0pp |
| Annual return | 10.60% | 19.02%-8.4pp | 5142.93%-5132.3pp | 116.85%-106.3pp |
| Employer contribution / active EE | $1,127 | $1,883-40.2% | $3,324-66.1% | $2,427-53.6% |
| Participant deferral / active EE | $1,975 | $2,772-28.8% | $4,614-57.2% | $4,046-51.2% |
| Admin fee / account holder | $728 | $673+8.2% | $7,493-90.3% | $626+16.2% |