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 | $43,741 | $53,018-17.5% | $70,014-37.5% | $62,891-30.4% |
| Participation rate | 58.6% | 67.2%-8.6pp | 71.8%-13.2pp | 69.3%-10.7pp |
| Annual return | 3.42% | 13.35%-9.9pp | 12.99%-9.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $498 | $1,799-72.3% | $2,338-78.7% | $2,281-78.2% |
| Participant deferral / active EE | $1,887 | $2,395-21.2% | $2,931-35.6% | $3,203-41.1% |
| Admin fee / account holder | $723 | $3,690-80.4% | $4,380-83.5% | $4,296-83.2% |