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 | $25,758 | $46,674-44.8% | $117,472-78.1% | $68,494-62.4% |
| Participation rate | 58.2% | 56.8%+1.5pp | 70.6%-12.4pp | 67.9%-9.7pp |
| Annual return | -20.91% | -14.52%-6.4pp | 29.74%-50.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $923 | $1,505-38.7% | $4,176-77.9% | $2,596-64.4% |
| Participant deferral / active EE | $2,223 | $2,636-15.7% | $4,070-45.4% | $4,027-44.8% |
| Admin fee / account holder | $1,022 | $4,020-74.6% | $5,645-81.9% | $5,403-81.1% |