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 | $70,642 | $81,248-13.1% | $155,509-54.6% | $80,856-12.6% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 9.64% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,567 | $3,100-49.5% | $4,672-66.5% | $2,755-43.1% |
| Participant deferral / active EE | $6,518 | $3,452+88.8% | $5,626+15.8% | $4,296+51.7% |
| Admin fee / account holder | $26,882 | $7,997+236.1% | $15,912+68.9% | $6,918+288.6% |