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 5-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 | $61,320 | $94,625-35.2% | $116,228-47.2% | $84,808-27.7% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.6%-15.7pp | 68.3%-9.5pp |
| Annual return | 6.16% | 20.40%-14.2pp | 90.06%-83.9pp | 40.90%-34.7pp |
| Employer contribution / active EE | $1,107 | $2,347-52.8% | $2,994-63.0% | $2,631-57.9% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $4,953-54.6% | $4,212-46.7% |
| Admin fee / account holder | $20,112 | $10,091+99.3% | $11,989+67.8% | $7,344+173.9% |