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 | $62,515 | $154,365-59.5% | $130,231-52.0% | $139,434-55.2% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 2.16% | 30.34%-28.2pp | 38.77%-36.6pp | 372.94%-370.8pp |
| Employer contribution / active EE | $1,045 | $5,170-79.8% | $4,126-74.7% | $4,751-78.0% |
| Participant deferral / active EE | $7,760 | $8,498-8.7% | $6,799+14.1% | $6,710+15.6% |
| Admin fee / account holder | $1,024 | $9,214-88.9% | $6,020-83.0% | $11,403-91.0% |