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 7-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 | $47,293 | $71,050-33.4% | $93,606-49.5% | $80,856-41.5% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 7.88% | 11.26%-3.4pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,852 | $1,564+18.4% | $2,420-23.5% | $2,755-32.8% |
| Participant deferral / active EE | $3,704 | $4,034-8.2% | $4,411-16.0% | $4,296-13.8% |
| Admin fee / account holder | $7,324 | $6,945+5.5% | $8,285-11.6% | $6,918+5.9% |