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 | $55,865 | $63,346-11.8% | $92,233-39.4% | $70,131-20.3% |
| Participation rate | 55.1% | 68.7%-13.6pp | 76.5%-21.4pp | 69.5%-14.4pp |
| Annual return | 8.58% | 530.12%-521.5pp | 176.28%-167.7pp | 73.14%-64.6pp |
| Employer contribution / active EE | $962 | $2,471-61.1% | $3,679-73.8% | $2,342-58.9% |
| Participant deferral / active EE | $2,518 | $2,854-11.8% | $3,897-35.4% | $3,332-24.4% |
| Admin fee / account holder | $15,024 | $3,840+291.2% | $5,194+189.3% | $4,645+223.4% |