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 9-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 | $41,031 | $74,888-45.2% | $71,209-42.4% | $142,382-71.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 8.61% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,095 | $2,854-61.6% | $2,721-59.8% | $4,299-74.5% |
| Participant deferral / active EE | $5,345 | $4,454+20.0% | $4,175+28.0% | $6,507-17.9% |
| Admin fee / account holder | $23,769 | $5,568+326.9% | $5,349+344.4% | $12,624+88.3% |