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 | $71,223 | $60,022+18.7% | $88,946-19.9% | $84,808-16.0% |
| Participation rate | 24.4% | 57.8%-33.5pp | 68.8%-44.5pp | 68.3%-44.0pp |
| Annual return | 11.08% | 22.43%-11.4pp | 57.82%-46.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $353 | $1,703-79.3% | $2,555-86.2% | $2,631-86.6% |
| Participant deferral / active EE | $1,112 | $3,114-64.3% | $4,581-75.7% | $4,212-73.6% |
| Admin fee / account holder | $534 | $4,811-88.9% | $8,261-93.5% | $7,344-92.7% |