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 | $77,267 | $61,605+25.4% | $112,229-31.2% | $75,163+2.8% |
| Participation rate | 48.5% | 61.7%-13.2pp | 72.4%-23.9pp | 67.2%-18.7pp |
| Annual return | 12.12% | 28.47%-16.4pp | 30.20%-18.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $960 | $2,015-52.4% | $3,430-72.0% | $2,670-64.1% |
| Participant deferral / active EE | $1,181 | $3,108-62.0% | $4,798-75.4% | $4,125-71.4% |
| Admin fee / account holder | $10,659 | $4,862+119.2% | $7,748+37.6% | $5,651+88.6% |