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 | $37,965 | $62,586-39.3% | $76,768-50.5% | $64,186-40.9% |
| Participation rate | 47.2% | 72.8%-25.6pp | 77.0%-29.7pp | 69.6%-22.3pp |
| Annual return | -9.25% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $432 | $1,832-76.4% | $2,485-82.6% | $2,381-81.9% |
| Participant deferral / active EE | $1,889 | $3,145-39.9% | $3,852-51.0% | $3,470-45.6% |
| Admin fee / account holder | $3,774 | $4,667-19.1% | $6,675-43.5% | $4,888-22.8% |