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 | $61,389 | $72,012-14.8% | $185,823-67.0% | $79,858-23.1% |
| Participation rate | 41.7% | 65.8%-24.1pp | 78.0%-36.4pp | 69.6%-28.0pp |
| Annual return | 11.22% | 23.12%-11.9pp | 35.95%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $544 | $1,965-72.3% | $4,087-86.7% | $2,471-78.0% |
| Participant deferral / active EE | $1,606 | $3,779-57.5% | $5,632-71.5% | $3,740-57.0% |
| Admin fee / account holder | $601 | $4,513-86.7% | $9,500-93.7% | $5,306-88.7% |