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 | $54,603 | $58,512-6.7% | $84,015-35.0% | $72,985-25.2% |
| Participation rate | 64.9% | 61.2%+3.7pp | 69.0%-4.1pp | 69.5%-4.6pp |
| Annual return | 15.37% | 28.93%-13.6pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,060 | $1,163-8.9% | $1,983-46.6% | $2,440-56.6% |
| Participant deferral / active EE | $3,660 | $2,394+52.9% | $3,239+13.0% | $3,607+1.5% |
| Admin fee / account holder | $8,390 | $4,569+83.6% | $6,101+37.5% | $5,124+63.7% |