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 | $20,634 | $57,281-64.0% | $86,612-76.2% | $75,163-72.5% |
| Participation rate | 25.9% | 63.2%-37.3pp | 71.7%-45.8pp | 67.2%-41.3pp |
| Annual return | 9.93% | 2670.75%-2660.8pp | 591.07%-581.1pp | 160.62%-150.7pp |
| Employer contribution / active EE | $492 | $2,314-78.7% | $3,022-83.7% | $2,670-81.6% |
| Participant deferral / active EE | $1,117 | $3,318-66.3% | $4,438-74.8% | $4,125-72.9% |
| Admin fee / account holder | $29,908 | $4,112+627.4% | $5,614+432.7% | $5,651+429.3% |