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 | $34,155 | $89,753-61.9% | $107,525-68.2% | $84,808-59.7% |
| Participation rate | 39.3% | 68.1%-28.8pp | 75.1%-35.8pp | 68.3%-29.0pp |
| Annual return | 12.61% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $892 | $3,113-71.4% | $3,754-76.2% | $2,631-66.1% |
| Participant deferral / active EE | $4,459 | $4,056+9.9% | $5,116-12.8% | $4,212+5.9% |
| Admin fee / account holder | $4,212 | $7,222-41.7% | $8,919-52.8% | $7,344-42.6% |