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 | $56,105 | $80,968-30.7% | $96,544-41.9% | $75,163-25.4% |
| Participation rate | 62.7% | 71.8%-9.0pp | 76.0%-13.2pp | 67.2%-4.4pp |
| Annual return | 9.59% | 27.06%-17.5pp | 25.84%-16.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $973 | $2,282-57.4% | $2,965-67.2% | $2,670-63.6% |
| Participant deferral / active EE | $2,970 | $3,928-24.4% | $4,851-38.8% | $4,125-28.0% |
| Admin fee / account holder | $4,084 | $6,724-39.3% | $8,252-50.5% | $5,651-27.7% |