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 | $70,916 | $83,902-15.5% | $167,512-57.7% | $84,808-16.4% |
| Participation rate | 20.5% | 66.5%-46.0pp | 77.1%-56.5pp | 68.3%-47.8pp |
| Annual return | 10.99% | 91.55%-80.6pp | 1615.79%-1604.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,591 | $4,442-64.2% | $6,405-75.2% | $4,212-62.2% |
| Admin fee / account holder | $764 | $7,915-90.4% | $9,769-92.2% | $7,344-89.6% |