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 | $37,161 | $70,669-47.4% | $169,368-78.1% | $75,163-50.6% |
| Participation rate | 37.0% | 64.8%-27.8pp | 77.1%-40.1pp | 67.2%-30.2pp |
| Annual return | 5.63% | 36.36%-30.7pp | 405.60%-400.0pp | 160.62%-155.0pp |
| Employer contribution / active EE | $549 | $2,211-75.2% | $4,013-86.3% | $2,670-79.4% |
| Participant deferral / active EE | $1,543 | $4,311-64.2% | $6,221-75.2% | $4,125-62.6% |
| Admin fee / account holder | $57,624 | $5,402+966.7% | $9,003+540.0% | $5,651+919.7% |