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 | $13,867 | $57,281-75.8% | $86,612-84.0% | $75,163-81.6% |
| Participation rate | 67.2% | 63.2%+4.0pp | 71.7%-4.5pp | 67.2%0pp |
| Annual return | 12.28% | 2670.75%-2658.5pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,648 | $2,314-28.8% | $3,022-45.5% | $2,670-38.3% |
| Participant deferral / active EE | $2,694 | $3,318-18.8% | $4,438-39.3% | $4,125-34.7% |
| Admin fee / account holder | $2,893 | $4,112-29.6% | $5,614-48.5% | $5,651-48.8% |