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 | $80,274 | $81,460-1.5% | $103,333-22.3% | $80,856-0.7% |
| Participation rate | 60.4% | 66.8%-6.5pp | 74.5%-14.1pp | 67.6%-7.3pp |
| Annual return | -2.63% | 25.55%-28.2pp | 24.88%-27.5pp | 35.59%-38.2pp |
| Employer contribution / active EE | $1,786 | $3,105-42.5% | $3,868-53.8% | $2,755-35.2% |
| Participant deferral / active EE | $1,997 | $3,869-48.4% | $5,057-60.5% | $4,296-53.5% |
| Admin fee / account holder | $501 | $6,566-92.4% | $8,355-94.0% | $6,918-92.8% |