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 | $37,687 | $100,773-62.6% | $88,946-57.6% | $142,382-73.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 4.46% | 70.18%-65.7pp | 57.82%-53.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $4,366 | $2,918+49.6% | $2,555+70.9% | $4,299+1.5% |
| Participant deferral / active EE | $4,641 | $5,230-11.3% | $4,581+1.3% | $6,507-28.7% |
| Admin fee / account holder | $52,717 | $9,693+443.9% | $8,261+538.1% | $12,624+317.6% |