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 | $84,059 | $115,770-27.4% | $101,248-17.0% | $158,922-47.1% |
| Participation rate | 47.8% | 79.4%-31.5pp | 75.8%-28.0pp | 82.0%-34.1pp |
| Annual return | 4.92% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,382 | $4,175-66.9% | $3,660-62.2% | $4,761-71.0% |
| Participant deferral / active EE | $3,128 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $1,133 | $7,245-84.4% | $5,945-80.9% | $11,246-89.9% |