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 | $44,193 | $29,660+49.0% | $56,411-21.7% | $80,856-45.3% |
| Participation rate | 46.2% | 41.6%+4.5pp | 52.5%-6.3pp | 67.6%-21.5pp |
| Annual return | 8.96% | 35.23%-26.3pp | 1701.33%-1692.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,208 | $669+80.4% | $1,039+16.3% | $2,755-56.2% |
| Participant deferral / active EE | $2,123 | $1,226+73.1% | $1,952+8.8% | $4,296-50.6% |
| Admin fee / account holder | $3,784 | $2,428+55.9% | $2,829+33.8% | $6,918-45.3% |