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 | $27,791 | $54,762-49.3% | $90,281-69.2% | $72,985-61.9% |
| Participation rate | 37.6% | 65.1%-27.5pp | 73.3%-35.6pp | 69.5%-31.9pp |
| Annual return | 3.22% | 30.63%-27.4pp | 78.10%-74.9pp | 81.00%-77.8pp |
| Employer contribution / active EE | $413 | $2,092-80.2% | $2,854-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $869 | $2,887-69.9% | $3,885-77.6% | $3,607-75.9% |
| Admin fee / account holder | $428 | $3,972-89.2% | $5,351-92.0% | $5,124-91.7% |