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 7-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 | $44,024 | $81,460-46.0% | $103,333-57.4% | $80,856-45.6% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 10.23% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,715 | $3,105-44.8% | $3,868-55.7% | $2,755-37.8% |
| Participant deferral / active EE | $3,489 | $3,869-9.8% | $5,057-31.0% | $4,296-18.8% |
| Admin fee / account holder | $2,961 | $6,566-54.9% | $8,355-64.6% | $6,918-57.2% |