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 | $67,547 | $85,766-21.2% | $136,294-50.4% | $70,131-3.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 10.09% | 31.45%-21.4pp | 5155.94%-5145.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $888 | $2,966-70.1% | $4,695-81.1% | $2,342-62.1% |
| Participant deferral / active EE | $2,222 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $2,164 | $5,420-60.1% | $9,243-76.6% | $4,645-53.4% |