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 | $43,630 | $102,317-57.4% | $146,958-70.3% | $80,856-46.0% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 11.22% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,491 | $3,713-59.8% | $4,933-69.8% | $2,755-45.9% |
| Participant deferral / active EE | $3,879 | $6,644-41.6% | $8,070-51.9% | $4,296-9.7% |
| Admin fee / account holder | $7,927 | $7,941-0.2% | $12,998-39.0% | $6,918+14.6% |