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 | $67,614 | $72,492-6.7% | $87,100-22.4% | $72,985-7.4% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 15.57% | 24.46%-8.9pp | 28.19%-12.6pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,461 | $1,894-22.9% | $2,521-42.1% | $2,440-40.1% |
| Participant deferral / active EE | $3,845 | $3,270+17.6% | $4,049-5.0% | $3,607+6.6% |
| Admin fee / account holder | $25,767 | $5,055+409.8% | $7,497+243.7% | $5,124+402.8% |