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 | $9,684 | $35,183-72.5% | $73,545-86.8% | $70,131-86.2% |
| Participation rate | 18.9% | 42.9%-24.0pp | 54.9%-36.0pp | 69.5%-50.6pp |
| Annual return | 4.40% | 26.90%-22.5pp | -15.16%+19.6pp | 73.14%-68.7pp |
| Employer contribution / active EE | $126 | $709-82.2% | $1,219-89.6% | $2,342-94.6% |
| Participant deferral / active EE | $592 | $1,220-51.4% | $1,806-67.2% | $3,332-82.2% |
| Admin fee / account holder | $2,069 | $2,302-10.1% | $2,320-10.8% | $4,645-55.5% |