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 | $59,876 | $109,413-45.3% | $156,263-61.7% | $84,808-29.4% |
| Participation rate | 67.6% | 72.7%-5.1pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 8.70% | 20.18%-11.5pp | 59.47%-50.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,491 | $2,907-48.7% | $4,333-65.6% | $2,631-43.3% |
| Participant deferral / active EE | $2,695 | $4,590-41.3% | $6,158-56.2% | $4,212-36.0% |
| Admin fee / account holder | $4,201 | $9,357-55.1% | $14,255-70.5% | $7,344-42.8% |