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 | $37,920 | $67,606-43.9% | $82,313-53.9% | $70,131-45.9% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 10.77% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,038 | $1,755-40.8% | $2,428-57.2% | $2,342-55.7% |
| Participant deferral / active EE | $5,192 | $2,987+73.8% | $3,706+40.1% | $3,332+55.8% |
| Admin fee / account holder | $18,022 | $4,512+299.4% | $5,608+221.4% | $4,645+288.0% |