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 | $43,692 | $157,256-72.2% | $141,162-69.0% | $152,861-71.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 13.13% | 64.32%-51.2pp | 71.39%-58.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,717 | $5,261-67.4% | $4,735-63.7% | $4,762-64.0% |
| Participant deferral / active EE | $3,872 | $7,109-45.5% | $6,709-42.3% | $5,850-33.8% |
| Admin fee / account holder | $3,640 | $12,120-70.0% | $10,261-64.5% | $11,596-68.6% |