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 | $30,053 | $106,515-71.8% | $96,683-68.9% | $139,434-78.4% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 4.51% | 38.43%-33.9pp | 35.69%-31.2pp | 372.94%-368.4pp |
| Employer contribution / active EE | $1,475 | $4,103-64.0% | $3,737-60.5% | $4,751-68.9% |
| Participant deferral / active EE | $1,788 | $5,454-67.2% | $4,878-63.4% | $6,710-73.4% |
| Admin fee / account holder | $6,202 | $7,877-21.3% | $6,730-7.8% | $11,403-45.6% |