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 | $16,402 | $48,046-65.9% | $84,611-80.6% | $72,985-77.5% |
| Participation rate | 45.7% | 57.6%-11.9pp | 68.2%-22.5pp | 69.5%-23.8pp |
| Annual return | 17.80% | 37.38%-19.6pp | 258.74%-240.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $630 | $1,602-60.7% | $2,652-76.2% | $2,440-74.2% |
| Participant deferral / active EE | $1,223 | $2,680-54.4% | $3,899-68.6% | $3,607-66.1% |
| Admin fee / account holder | $3,116 | $3,395-8.2% | $4,912-36.6% | $5,124-39.2% |