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 | $55,178 | $49,173+12.2% | $121,098-54.4% | $75,163-26.6% |
| Participation rate | 47.2% | 55.4%-8.2pp | 69.5%-22.3pp | 67.2%-20.0pp |
| Annual return | 10.88% | 55.99%-45.1pp | 985.75%-974.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $945 | $1,546-38.9% | $4,164-77.3% | $2,670-64.6% |
| Participant deferral / active EE | $3,200 | $2,628+21.8% | $4,080-21.6% | $4,125-22.4% |
| Admin fee / account holder | $1,404 | $3,942-64.4% | $5,644-75.1% | $5,651-75.2% |