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 | $30,553 | $51,576-40.8% | $129,207-76.4% | $80,856-62.2% |
| Participation rate | 52.7% | 57.0%-4.2pp | 69.6%-16.9pp | 67.6%-14.9pp |
| Annual return | 10.17% | 20.81%-10.6pp | 9417.33%-9407.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,069 | $1,584-32.5% | $4,153-74.3% | $2,755-61.2% |
| Participant deferral / active EE | $2,496 | $2,669-6.5% | $4,168-40.1% | $4,296-41.9% |
| Admin fee / account holder | $4,680 | $4,305+8.7% | $7,715-39.3% | $6,918-32.3% |