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 | $59,609 | $86,929-31.4% | $102,423-41.8% | $80,856-26.3% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.6%-31.9pp |
| Annual return | 4.81% | 18.88%-14.1pp | 29.32%-24.5pp | 35.59%-30.8pp |
| Employer contribution / active EE | $874 | $2,369-63.1% | $3,023-71.1% | $2,755-68.3% |
| Participant deferral / active EE | $1,933 | $4,118-53.1% | $5,053-61.7% | $4,296-55.0% |
| Admin fee / account holder | $17,917 | $8,049+122.6% | $9,451+89.6% | $6,918+159.0% |