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 | $55,135 | $66,098-16.6% | $101,794-45.8% | $74,304-25.8% |
| Participation rate | 25.6% | 53.8%-28.1pp | 69.2%-43.6pp | 60.3%-34.7pp |
| Annual return | 8.80% | 19.59%-10.8pp | 30.53%-21.7pp | 29.43%-20.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,047 | $2,781-26.4% | $4,084-49.9% | $3,767-45.7% |
| Admin fee / account holder | $22,460 | $4,146+441.7% | $8,777+155.9% | $2,969+656.5% |