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 | $53,073 | $59,097-10.2% | $82,389-35.6% | $74,304-28.6% |
| Participation rate | 58.3% | 52.8%+5.6pp | 69.5%-11.2pp | 60.3%-2.0pp |
| Annual return | 12.86% | 22.85%-10.0pp | 28.67%-15.8pp | 29.43%-16.6pp |
| Employer contribution / active EE | $369 | $1,601-76.9% | $2,517-85.3% | $2,241-83.5% |
| Participant deferral / active EE | $2,185 | $2,775-21.3% | $4,155-47.4% | $3,767-42.0% |
| Admin fee / account holder | $3,578 | $4,489-20.3% | $7,231-50.5% | $2,969+20.5% |