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 | $47,244 | $54,705-13.6% | $71,209-33.7% | $84,808-44.3% |
| Participation rate | 49.0% | 64.1%-15.1pp | 73.8%-24.8pp | 68.3%-19.3pp |
| Annual return | 9.82% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,000 | $2,158-7.3% | $2,721-26.5% | $2,631-24.0% |
| Participant deferral / active EE | $3,013 | $3,030-0.6% | $4,175-27.8% | $4,212-28.4% |
| Admin fee / account holder | $33,977 | $4,863+598.6% | $5,349+535.2% | $7,344+362.7% |