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 | $41,659 | $74,927-44.4% | $101,794-59.1% | $84,808-50.9% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.2%-4.9pp | 68.3%-4.0pp |
| Annual return | 11.90% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $536 | $1,522-64.8% | $2,289-76.6% | $2,631-79.6% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,968 | $6,514-39.1% | $8,777-54.8% | $7,344-46.0% |