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 | $73,038 | $177,572-58.9% | $154,803-52.8% | $142,382-48.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 7.23% | 65.07%-57.8pp | 58.88%-51.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,247 | $4,810-32.5% | $4,305-24.6% | $4,299-24.5% |
| Participant deferral / active EE | $2,700 | $6,272-56.9% | $5,540-51.3% | $6,507-58.5% |
| Admin fee / account holder | $48,514 | $16,786+189.0% | $14,329+238.6% | $12,624+284.3% |