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 | $98,778 | $177,572-44.4% | $154,803-36.2% | $142,382-30.6% |
| Participation rate | 31.8% | 82.1%-50.2pp | 78.1%-46.3pp | 80.1%-48.3pp |
| Annual return | 0.35% | 65.07%-64.7pp | 58.88%-58.5pp | 217.08%-216.7pp |
| Employer contribution / active EE | $906 | $4,810-81.2% | $4,305-79.0% | $4,299-78.9% |
| Participant deferral / active EE | $2,236 | $6,272-64.4% | $5,540-59.6% | $6,507-65.6% |
| Admin fee / account holder | $2,403 | $16,786-85.7% | $14,329-83.2% | $12,624-81.0% |