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 | $47,982 | $56,110-14.5% | $94,993-49.5% | $70,131-31.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.9%-7.2pp | 69.5%-2.9pp |
| Annual return | 10.85% | 51.02%-40.2pp | 27.12%-16.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,054 | $2,391-55.9% | $3,317-68.2% | $3,332-68.4% |
| Admin fee / account holder | $5,307 | $3,456+53.6% | $4,960+7.0% | $4,645+14.3% |