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 5-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 | $19,849 | $30,400-34.7% | $53,898-63.2% | $84,808-76.6% |
| Participation rate | 31.3% | 46.4%-15.2pp | 55.0%-23.7pp | 68.3%-37.1pp |
| Annual return | 14.04% | 500.19%-486.1pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $556 | $603-7.7% | $932-40.3% | $2,631-78.9% |
| Participant deferral / active EE | $1,533 | $1,199+27.9% | $1,826-16.1% | $4,212-63.6% |
| Admin fee / account holder | $1,353 | $1,993-32.1% | $2,491-45.7% | $7,344-81.6% |