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 | $59,936 | $65,041-7.9% | $90,951-34.1% | $79,858-24.9% |
| Participation rate | 48.8% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 9.45% | 30.45%-21.0pp | 134.60%-125.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $361 | $1,247-71.0% | $2,122-83.0% | $2,471-85.4% |
| Participant deferral / active EE | $3,181 | $2,512+26.6% | $3,373-5.7% | $3,740-15.0% |
| Admin fee / account holder | $3,861 | $4,536-14.9% | $5,959-35.2% | $5,306-27.2% |