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 | $61,069 | $27,915+118.8% | $58,482+4.4% | $75,163-18.8% |
| Participation rate | 13.5% | 38.8%-25.4pp | 50.9%-37.4pp | 67.2%-53.7pp |
| Annual return | 8.96% | 44.20%-35.2pp | 4239.32%-4230.4pp | 160.62%-151.7pp |
| Employer contribution / active EE | $361 | $669-46.1% | $1,053-65.8% | $2,670-86.5% |
| Participant deferral / active EE | $648 | $1,201-46.0% | $1,924-66.3% | $4,125-84.3% |
| Admin fee / account holder | $34,591 | $1,726+1904.5% | $2,516+1274.9% | $5,651+512.1% |