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 | $43,890 | $61,774-29.0% | $97,226-54.9% | $80,856-45.7% |
| Participation rate | 65.6% | 63.5%+2.1pp | 72.7%-7.1pp | 67.6%-2.0pp |
| Annual return | 8.10% | -557.90%+566.0pp | 75.13%-67.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,468 | $1,837-20.1% | $2,729-46.2% | $2,755-46.7% |
| Participant deferral / active EE | $3,187 | $3,029+5.2% | $4,264-25.3% | $4,296-25.8% |
| Admin fee / account holder | $48,021 | $5,166+829.5% | $5,654+749.4% | $6,918+594.1% |