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 | $92,899 | $65,365+42.1% | $92,8930% | $72,985+27.3% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.0%-27.7pp | 69.5%-21.2pp |
| Annual return | 2.77% | 42.10%-39.3pp | 109.41%-106.6pp | 81.00%-78.2pp |
| Employer contribution / active EE | $1,294 | $2,594-50.1% | $3,653-64.6% | $2,440-47.0% |
| Participant deferral / active EE | $2,061 | $3,128-34.1% | $4,236-51.3% | $3,607-42.9% |
| Admin fee / account holder | $368 | $4,251-91.3% | $5,794-93.7% | $5,124-92.8% |