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 | $23,162 | $72,012-67.8% | $185,823-87.5% | $79,858-71.0% |
| Participation rate | 61.5% | 65.8%-4.2pp | 78.0%-16.5pp | 69.6%-8.1pp |
| Annual return | 9.85% | 23.12%-13.3pp | 35.95%-26.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,238 | $1,965-37.0% | $4,087-69.7% | $2,471-49.9% |
| Participant deferral / active EE | $3,081 | $3,779-18.5% | $5,632-45.3% | $3,740-17.6% |
| Admin fee / account holder | $687 | $4,513-84.8% | $9,500-92.8% | $5,306-87.1% |