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 3-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 | $52,162 | $49,922+4.5% | $80,569-35.3% | $75,163-30.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 12.44% | 34.69%-22.3pp | 935.43%-923.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $291 | $1,698-82.9% | $2,723-89.3% | $2,670-89.1% |
| Participant deferral / active EE | $1,663 | $2,990-44.4% | $4,447-62.6% | $4,125-59.7% |
| Admin fee / account holder | $564 | $3,577-84.2% | $5,377-89.5% | $5,651-90.0% |