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 8-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 | $56,317 | $124,281-54.7% | $109,143-48.4% | $167,490-66.4% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 6.51% | 26.04%-19.5pp | 25.75%-19.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $993 | $4,207-76.4% | $3,722-73.3% | $4,837-79.5% |
| Participant deferral / active EE | $2,276 | $5,255-56.7% | $4,653-51.1% | $6,341-64.1% |
| Admin fee / account holder | $3,428 | $7,970-57.0% | $6,752-49.2% | $12,309-72.2% |