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 5-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 | $15,476 | $68,719-77.5% | $91,541-83.1% | $84,808-81.8% |
| Participation rate | 36.9% | 64.5%-27.6pp | 69.8%-32.9pp | 68.3%-31.4pp |
| Annual return | 10.72% | 19.12%-8.4pp | 20.50%-9.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,261 | $3,136-59.8% | $4,008-68.5% | $4,212-70.1% |
| Admin fee / account holder | $1,768 | $5,786-69.5% | $6,956-74.6% | $7,344-75.9% |