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 | $21,317 | $81,248-73.8% | $155,509-86.3% | $80,856-73.6% |
| Participation rate | 27.1% | 66.2%-39.1pp | 78.2%-51.1pp | 67.6%-40.5pp |
| Annual return | 7.21% | 33.31%-26.1pp | 64.67%-57.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $595 | $3,100-80.8% | $4,672-87.3% | $2,755-78.4% |
| Participant deferral / active EE | $1,106 | $3,452-68.0% | $5,626-80.3% | $4,296-74.3% |
| Admin fee / account holder | $14,771 | $7,997+84.7% | $15,912-7.2% | $6,918+113.5% |