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 | $62,226 | $89,753-30.7% | $107,525-42.1% | $84,808-26.6% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 3.43% | 29.48%-26.0pp | 181.32%-177.9pp | 40.90%-37.5pp |
| Employer contribution / active EE | $1,088 | $3,113-65.1% | $3,754-71.0% | $2,631-58.6% |
| Participant deferral / active EE | $2,394 | $4,056-41.0% | $5,116-53.2% | $4,212-43.2% |
| Admin fee / account holder | $4,853 | $7,222-32.8% | $8,919-45.6% | $7,344-33.9% |