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 | $16,700 | $77,899-78.6% | $149,673-88.8% | $75,163-77.8% |
| Participation rate | 52.1% | 65.6%-13.5pp | 78.8%-26.7pp | 67.2%-15.1pp |
| Annual return | 8.71% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $877 | $3,137-72.1% | $4,818-81.8% | $2,670-67.2% |
| Participant deferral / active EE | $877 | $3,411-74.3% | $5,680-84.6% | $4,125-78.7% |
| Admin fee / account holder | $1,308 | $5,956-78.0% | $13,210-90.1% | $5,651-76.8% |