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 | $14,839 | $54,705-72.9% | $71,209-79.2% | $84,808-82.5% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.8%-43.0pp | 68.3%-37.5pp |
| Annual return | 7.06% | 35.90%-28.8pp | 282.51%-275.5pp | 40.90%-33.8pp |
| Employer contribution / active EE | $583 | $2,158-73.0% | $2,721-78.6% | $2,631-77.9% |
| Participant deferral / active EE | $1,189 | $3,030-60.8% | $4,175-71.5% | $4,212-71.8% |
| Admin fee / account holder | $25,693 | $4,863+428.3% | $5,349+380.4% | $7,344+249.9% |