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 | $34,265 | $99,341-65.5% | $84,750-59.6% | $273,961-87.5% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 0.25% | 22.93%-22.7pp | 22.78%-22.5pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,380 | $4,214-67.2% | $3,574-61.4% | $4,869-71.7% |
| Participant deferral / active EE | $1,942 | $4,269-54.5% | $3,712-47.7% | $5,287-63.3% |
| Admin fee / account holder | $55,853 | $6,644+740.6% | $5,332+947.5% | $10,132+451.3% |