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 | $89,092 | $72,404+23.0% | $110,238-19.2% | $64,186+38.8% |
| Participation rate | 48.2% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | -7.70% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,131 | $2,282-50.4% | $3,826-70.4% | $2,381-52.5% |
| Participant deferral / active EE | $3,263 | $3,469-5.9% | $4,672-30.1% | $3,470-5.9% |
| Admin fee / account holder | $3,646 | $5,664-35.6% | $8,547-57.3% | $4,888-25.4% |