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 | $38,449 | $53,053-27.5% | $126,539-69.6% | $74,304-48.3% |
| Participation rate | 34.1% | 48.0%-13.9pp | 69.8%-35.7pp | 60.3%-26.2pp |
| Annual return | 11.26% | 29.46%-18.2pp | 425.95%-414.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $246 | $1,168-78.9% | $3,674-93.3% | $2,241-89.0% |
| Participant deferral / active EE | $964 | $2,303-58.2% | $4,083-76.4% | $3,767-74.4% |
| Admin fee / account holder | $7,344 | $3,698+98.6% | $6,065+21.1% | $2,969+147.4% |