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 | $69,514 | $148,534-53.2% | $135,903-48.8% | $139,434-50.1% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 4.73% | 79.19%-74.5pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $2,000 | $5,243-61.9% | $4,856-58.8% | $4,751-57.9% |
| Participant deferral / active EE | $3,750 | $8,100-53.7% | $7,758-51.7% | $6,710-44.1% |
| Admin fee / account holder | $73,480 | $12,400+492.6% | $10,762+582.8% | $11,403+544.4% |