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 | $84,534 | $85,202-0.8% | $172,739-51.1% | $72,985+15.8% |
| Participation rate | 56.9% | 70.1%-13.1pp | 82.6%-25.7pp | 69.5%-12.6pp |
| Annual return | 14.95% | 27.32%-12.4pp | 802.84%-787.9pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,436 | $3,260-25.3% | $5,198-53.1% | $3,607-32.5% |
| Admin fee / account holder | $15,112 | $5,884+156.8% | $13,954+8.3% | $5,124+194.9% |