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 | $51,350 | $93,170-44.9% | $100,534-48.9% | $84,808-39.5% |
| Participation rate | 53.8% | 75.8%-22.0pp | 80.6%-26.8pp | 68.3%-14.5pp |
| Annual return | 12.95% | 47.13%-34.2pp | 32.66%-19.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,296 | $3,985-42.4% | $4,346-47.2% | $2,631-12.7% |
| Participant deferral / active EE | $2,849 | $5,699-50.0% | $6,144-53.6% | $4,212-32.4% |
| Admin fee / account holder | $398 | $7,382-94.6% | $7,654-94.8% | $7,344-94.6% |