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 | $43,461 | $65,561-33.7% | $86,188-49.6% | $75,163-42.2% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.6pp | 67.2%-3.9pp |
| Annual return | 5.69% | 46.05%-40.4pp | 1168.45%-1162.8pp | 160.62%-154.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,865 | $3,024-38.3% | $3,985-53.2% | $4,125-54.8% |
| Admin fee / account holder | $7,406 | $5,474+35.3% | $6,852+8.1% | $5,651+31.1% |