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 | $42,895 | $57,281-25.1% | $86,612-50.5% | $75,163-42.9% |
| Participation rate | 51.8% | 63.2%-11.4pp | 71.7%-19.9pp | 67.2%-15.4pp |
| Annual return | 9.62% | 2670.75%-2661.1pp | 591.07%-581.5pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,213 | $2,314-4.4% | $3,022-26.8% | $2,670-17.1% |
| Participant deferral / active EE | $3,684 | $3,318+11.1% | $4,438-17.0% | $4,125-10.7% |
| Admin fee / account holder | $6,272 | $4,112+52.5% | $5,614+11.7% | $5,651+11.0% |