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 | $29,704 | $99,020-70.0% | $86,590-65.7% | $147,584-79.9% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 6.39% | 1312.34%-1305.9pp | 964.84%-958.4pp | 578.55%-572.2pp |
| Employer contribution / active EE | $1,773 | $3,132-43.4% | $2,839-37.6% | $4,876-63.6% |
| Participant deferral / active EE | $3,060 | $3,972-23.0% | $3,609-15.2% | $5,439-43.7% |
| Admin fee / account holder | $20,560 | $5,710+260.0% | $4,906+319.1% | $10,885+88.9% |