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 | $54,452 | $78,672-30.8% | $109,143-50.1% | $85,850-36.6% |
| Participation rate | 45.2% | 68.3%-23.1pp | 75.9%-30.7pp | 69.3%-24.2pp |
| Annual return | 11.20% | 25.09%-13.9pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,827 | $2,735+3.4% | $3,722-24.1% | $2,565+10.2% |
| Participant deferral / active EE | $4,724 | $3,467+36.2% | $4,653+1.5% | $3,952+19.5% |
| Admin fee / account holder | $14,764 | $5,469+169.9% | $6,752+118.7% | $6,260+135.8% |