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 | $19,653 | $81,248-75.8% | $155,509-87.4% | $80,856-75.7% |
| Participation rate | 64.9% | 66.2%-1.4pp | 78.2%-13.3pp | 67.6%-2.8pp |
| Annual return | 8.74% | 33.31%-24.6pp | 64.67%-55.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $528 | $3,100-83.0% | $4,672-88.7% | $2,755-80.8% |
| Participant deferral / active EE | $1,318 | $3,452-61.8% | $5,626-76.6% | $4,296-69.3% |
| Admin fee / account holder | $364 | $7,997-95.4% | $15,912-97.7% | $6,918-94.7% |