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 | $42,747 | $68,719-37.8% | $91,541-53.3% | $84,808-49.6% |
| Participation rate | 63.2% | 64.5%-1.3pp | 69.8%-6.6pp | 68.3%-5.1pp |
| Annual return | 9.97% | 19.12%-9.2pp | 20.50%-10.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,881 | $1,920-2.0% | $2,505-24.9% | $2,631-28.5% |
| Participant deferral / active EE | $3,421 | $3,136+9.1% | $4,008-14.6% | $4,212-18.8% |
| Admin fee / account holder | $38,090 | $5,786+558.3% | $6,956+447.6% | $7,344+418.7% |