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 | $34,499 | $37,426-7.8% | $77,482-55.5% | $79,858-56.8% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.6%-33.6pp |
| Annual return | 5.90% | 39.70%-33.8pp | 54.79%-48.9pp | 31.71%-25.8pp |
| Employer contribution / active EE | $151 | $637-76.2% | $986-84.7% | $2,471-93.9% |
| Participant deferral / active EE | $494 | $1,260-60.8% | $1,861-73.4% | $3,740-86.8% |
| Admin fee / account holder | $12,222 | $2,504+388.1% | $2,858+327.7% | $5,306+130.3% |