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 | $28,884 | $70,475-59.0% | $100,516-71.3% | $79,858-63.8% |
| Participation rate | 40.8% | 73.7%-32.8pp | 79.4%-38.6pp | 69.6%-28.8pp |
| Annual return | 10.20% | 21.90%-11.7pp | 30.89%-20.7pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,016 | $5,181-22.5% | $6,270-36.0% | $3,740+7.4% |
| Admin fee / account holder | $2,070 | $4,478-53.8% | $8,081-74.4% | $5,306-61.0% |