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 4-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 | $46,687 | $179,726-74.0% | $156,263-70.1% | $142,382-67.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 7.41% | 77.86%-70.4pp | 59.47%-52.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,931 | $5,069-61.9% | $4,333-55.4% | $4,299-55.1% |
| Participant deferral / active EE | $4,275 | $6,956-38.5% | $6,158-30.6% | $6,507-34.3% |
| Admin fee / account holder | $2,295 | $17,272-86.7% | $14,255-83.9% | $12,624-81.8% |