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 | $37,438 | $29,660+26.2% | $56,411-33.6% | $80,856-53.7% |
| Participation rate | 20.5% | 41.6%-21.1pp | 52.5%-32.0pp | 67.6%-47.1pp |
| Annual return | 9.47% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $174 | $669-74.0% | $1,039-83.2% | $2,755-93.7% |
| Participant deferral / active EE | $752 | $1,226-38.7% | $1,952-61.5% | $4,296-82.5% |
| Admin fee / account holder | $431 | $2,428-82.3% | $2,829-84.8% | $6,918-93.8% |