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 | $44,579 | $48,364-7.8% | $71,796-37.9% | $62,891-29.1% |
| Participation rate | 48.9% | 60.6%-11.7pp | 69.1%-20.2pp | 69.3%-20.4pp |
| Annual return | 4.40% | 13.16%-8.8pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $268 | $1,042-74.3% | $1,924-86.1% | $2,281-88.3% |
| Participant deferral / active EE | $1,840 | $2,091-12.0% | $2,794-34.1% | $3,203-42.5% |
| Admin fee / account holder | $25,329 | $3,771+571.6% | $4,815+426.0% | $4,296+489.6% |