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 | $32,467 | $64,839-49.9% | $95,585-66.0% | $84,808-61.7% |
| Participation rate | 46.4% | 63.8%-17.4pp | 72.1%-25.6pp | 68.3%-21.9pp |
| Annual return | 11.40% | -670.96%+682.4pp | 38.56%-27.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $588 | $1,759-66.6% | $2,527-76.7% | $2,631-77.6% |
| Participant deferral / active EE | $2,393 | $2,965-19.3% | $4,023-40.5% | $4,212-43.2% |
| Admin fee / account holder | $7,526 | $5,964+26.2% | $6,127+22.8% | $7,344+2.5% |