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 | $39,533 | $76,552-48.4% | $123,892-68.1% | $62,891-37.1% |
| Participation rate | 54.7% | 73.0%-18.3pp | 81.4%-26.7pp | 69.3%-14.6pp |
| Annual return | 5.83% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,347 | $2,883-53.3% | $4,617-70.8% | $2,281-40.9% |
| Participant deferral / active EE | $3,129 | $4,840-35.4% | $5,984-47.7% | $3,203-2.3% |
| Admin fee / account holder | $3,446 | $4,826-28.6% | $8,357-58.8% | $4,296-19.8% |