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 8-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 | $55,032 | $55,706-1.2% | $75,886-27.5% | $72,985-24.6% |
| Participation rate | 48.3% | 61.1%-12.9pp | 69.3%-21.0pp | 69.5%-21.2pp |
| Annual return | 11.01% | 27.59%-16.6pp | 30.76%-19.7pp | 81.00%-70.0pp |
| Employer contribution / active EE | $1,523 | $1,687-9.7% | $2,500-39.1% | $2,440-37.6% |
| Participant deferral / active EE | $3,549 | $2,634+34.7% | $3,603-1.5% | $3,607-1.6% |
| Admin fee / account holder | $1,246 | $3,978-68.7% | $5,418-77.0% | $5,124-75.7% |