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 | $34,114 | $100,852-66.2% | $90,404-62.3% | $158,922-78.5% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 0.66% | 1724.20%-1723.5pp | 1293.02%-1292.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $2,087 | $3,689-43.4% | $3,262-36.0% | $4,761-56.2% |
| Participant deferral / active EE | $4,326 | $4,348-0.5% | $3,963+9.1% | $5,982-27.7% |
| Admin fee / account holder | $8,851 | $6,501+36.2% | $5,611+57.8% | $11,246-21.3% |