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 | $24,460 | $30,400-19.5% | $53,898-54.6% | $84,808-71.2% |
| Participation rate | 34.4% | 46.4%-12.0pp | 55.0%-20.5pp | 68.3%-33.9pp |
| Annual return | 14.19% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $617 | $603+2.4% | $932-33.8% | $2,631-76.5% |
| Participant deferral / active EE | $1,236 | $1,199+3.1% | $1,826-32.3% | $4,212-70.7% |
| Admin fee / account holder | $2,201 | $1,993+10.4% | $2,491-11.6% | $7,344-70.0% |