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 | $19,649 | $159,602-87.7% | $150,045-86.9% | $142,382-86.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 3.14% | 70.24%-67.1pp | 62.55%-59.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $3,274 | $4,961-34.0% | $4,693-30.2% | $4,299-23.9% |
| Participant deferral / active EE | $3,410 | $8,310-59.0% | $7,997-57.4% | $6,507-47.6% |
| Admin fee / account holder | $16,810 | $14,846+13.2% | $13,435+25.1% | $12,624+33.2% |