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 | $29,299 | $55,453-47.2% | $170,442-82.8% | $62,292-53.0% |
| Participation rate | 52.3% | 66.4%-14.1pp | 83.6%-31.3pp | 69.5%-17.2pp |
| Annual return | 10.92% | 21.38%-10.5pp | 205.93%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $917 | $2,164-57.6% | $5,433-83.1% | $2,042-55.1% |
| Participant deferral / active EE | $1,373 | $2,303-40.4% | $4,939-72.2% | $3,169-56.7% |
| Admin fee / account holder | $2,025 | $455+345.0% | $13,880-85.4% | $479+322.5% |