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 | $44,344 | $43,075+2.9% | $74,583-40.5% | $62,891-29.5% |
| Participation rate | 44.9% | 58.1%-13.2pp | 68.1%-23.2pp | 69.3%-24.4pp |
| Annual return | 4.25% | 17.50%-13.3pp | 20.47%-16.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,911 | $2,389-20.0% | $3,458-44.7% | $3,203-40.3% |
| Admin fee / account holder | $3,756 | $2,840+32.3% | $4,138-9.2% | $4,296-12.6% |