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 | $84,777 | $61,605+37.6% | $112,229-24.5% | $75,163+12.8% |
| Participation rate | 32.5% | 61.7%-29.2pp | 72.4%-39.9pp | 67.2%-34.7pp |
| Annual return | 10.26% | 28.47%-18.2pp | 30.20%-19.9pp | 160.62%-150.4pp |
| Employer contribution / active EE | $800 | $2,015-60.3% | $3,430-76.7% | $2,670-70.0% |
| Participant deferral / active EE | $1,421 | $3,108-54.3% | $4,798-70.4% | $4,125-65.5% |
| Admin fee / account holder | $8,866 | $4,862+82.4% | $7,748+14.4% | $5,651+56.9% |