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 | $51,584 | $79,449-35.1% | $189,557-72.8% | $85,850-39.9% |
| Participation rate | 54.3% | 66.0%-11.7pp | 78.4%-24.2pp | 69.3%-15.0pp |
| Annual return | 7.40% | 18.45%-11.0pp | 64.17%-56.8pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,684 | $2,081-19.1% | $4,412-61.8% | $2,565-34.3% |
| Participant deferral / active EE | $2,754 | $4,051-32.0% | $6,174-55.4% | $3,952-30.3% |
| Admin fee / account holder | $126,636 | $5,377+2255.1% | $9,807+1191.3% | $6,260+1923.0% |