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 | $34,271 | $201,272-83.0% | $184,203-81.4% | $145,922-76.5% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 6.70% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,855 | $7,022-45.1% | $6,427-40.0% | $4,660-17.3% |
| Participant deferral / active EE | $9,637 | $9,806-1.7% | $9,131+5.5% | $6,688+44.1% |
| Admin fee / account holder | $29,897 | $16,364+82.7% | $13,901+115.1% | $13,397+123.2% |