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 | $19,292 | $61,774-68.8% | $97,226-80.2% | $80,856-76.1% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.7%-18.5pp | 67.6%-13.5pp |
| Annual return | 9.67% | -557.90%+567.6pp | 75.13%-65.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $693 | $1,837-62.2% | $2,729-74.6% | $2,755-74.8% |
| Participant deferral / active EE | $1,498 | $3,029-50.6% | $4,264-64.9% | $4,296-65.1% |
| Admin fee / account holder | $1,645 | $5,166-68.2% | $5,654-70.9% | $6,918-76.2% |