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 | $56,302 | $81,248-30.7% | $155,509-63.8% | $80,856-30.4% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 9.74% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,475 | $3,100-52.4% | $4,672-68.4% | $2,755-46.5% |
| Participant deferral / active EE | $3,025 | $3,452-12.3% | $5,626-46.2% | $4,296-29.6% |
| Admin fee / account holder | $16,426 | $7,997+105.4% | $15,912+3.2% | $6,918+137.4% |