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 7-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 | $34,633 | $55,415-37.5% | $155,509-77.7% | $74,495-53.5% |
| Participation rate | 23.6% | 61.9%-38.3pp | 78.2%-54.6pp | 67.2%-43.6pp |
| Annual return | 4.72% | 268.50%-263.8pp | 64.67%-59.9pp | 1364.94%-1360.2pp |
| Employer contribution / active EE | $852 | $2,267-62.4% | $4,672-81.8% | $2,623-67.5% |
| Participant deferral / active EE | $1,266 | $2,836-55.4% | $5,626-77.5% | $4,346-70.9% |
| Admin fee / account holder | $5,400 | $1,738+210.6% | $15,912-66.1% | $1,942+178.1% |