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 | $85,829 | $215,361-60.1% | $171,082-49.8% | $273,961-68.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -1.91% | 25.14%-27.0pp | 32.56%-34.5pp | 41.45%-43.4pp |
| Employer contribution / active EE | $1,918 | $4,967-61.4% | $4,002-52.1% | $4,869-60.6% |
| Participant deferral / active EE | $5,589 | $5,543+0.8% | $4,797+16.5% | $5,287+5.7% |
| Admin fee / account holder | $48,538 | $10,846+347.5% | $8,520+469.7% | $10,132+379.1% |