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 | $21,578 | $81,248-73.4% | $155,509-86.1% | $80,856-73.3% |
| Participation rate | 51.6% | 66.2%-14.6pp | 78.2%-26.6pp | 67.6%-16.0pp |
| Annual return | 8.52% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $630 | $3,100-79.7% | $4,672-86.5% | $2,755-77.1% |
| Participant deferral / active EE | $1,349 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $5,896 | $7,997-26.3% | $15,912-62.9% | $6,918-14.8% |