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 | $75,485 | $100,852-25.2% | $90,404-16.5% | $158,922-52.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 0.51% | 1724.20%-1723.7pp | 1293.02%-1292.5pp | 302.83%-302.3pp |
| Employer contribution / active EE | $523 | $3,689-85.8% | $3,262-84.0% | $4,761-89.0% |
| Participant deferral / active EE | $5,936 | $4,348+36.5% | $3,963+49.8% | $5,982-0.8% |
| Admin fee / account holder | $409 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |