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 | $50,658 | $83,477-39.3% | $125,175-59.5% | $72,985-30.6% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.5%-6.5pp |
| Annual return | 11.35% | 25.78%-14.4pp | 43.79%-32.4pp | 81.00%-69.7pp |
| Employer contribution / active EE | $1,637 | $2,345-30.2% | $3,865-57.6% | $2,440-32.9% |
| Participant deferral / active EE | $2,722 | $3,585-24.1% | $4,937-44.9% | $3,607-24.5% |
| Admin fee / account holder | $629 | $5,517-88.6% | $9,702-93.5% | $5,124-87.7% |