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 | $67,393 | $77,899-13.5% | $149,673-55.0% | $75,163-10.3% |
| Participation rate | 28.0% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.2pp |
| Annual return | 6.60% | 31.72%-25.1pp | 134.42%-127.8pp | 160.62%-154.0pp |
| Employer contribution / active EE | $1,981 | $3,137-36.8% | $4,818-58.9% | $2,670-25.8% |
| Participant deferral / active EE | $2,284 | $3,411-33.0% | $5,680-59.8% | $4,125-44.6% |
| Admin fee / account holder | $915 | $5,956-84.6% | $13,210-93.1% | $5,651-83.8% |