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 | $83,775 | $53,127+57.7% | $86,590-3.3% | $70,131+19.5% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.4pp | 69.5%-22.4pp |
| Annual return | 12.01% | 27.66%-15.7pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $386 | $2,068-81.3% | $2,839-86.4% | $2,342-83.5% |
| Participant deferral / active EE | $2,483 | $2,696-7.9% | $3,609-31.2% | $3,332-25.5% |
| Admin fee / account holder | $3,580 | $3,585-0.1% | $4,906-27.0% | $4,645-22.9% |