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 | $29,151 | $74,888-61.1% | $71,209-59.1% | $142,382-79.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 10.39% | 345.14%-334.8pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $814 | $2,854-71.5% | $2,721-70.1% | $4,299-81.1% |
| Participant deferral / active EE | $1,290 | $4,454-71.0% | $4,175-69.1% | $6,507-80.2% |
| Admin fee / account holder | $6,282 | $5,568+12.8% | $5,349+17.5% | $12,624-50.2% |