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 | $43,363 | $48,795-11.1% | $65,493-33.8% | $84,808-48.9% |
| Participation rate | 46.4% | 67.0%-20.6pp | 73.1%-26.7pp | 68.3%-21.9pp |
| Annual return | 6.10% | 20.20%-14.1pp | 982.45%-976.3pp | 40.90%-34.8pp |
| Employer contribution / active EE | $487 | $1,930-74.7% | $2,574-81.1% | $2,631-81.5% |
| Participant deferral / active EE | $974 | $2,928-66.8% | $3,961-75.4% | $4,212-76.9% |
| Admin fee / account holder | $1,893 | $3,877-51.2% | $5,028-62.4% | $7,344-74.2% |