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 | $49,436 | $43,327+14.1% | $59,878-17.4% | $64,186-23.0% |
| Participation rate | 30.7% | 69.2%-38.5pp | 74.7%-44.0pp | 69.6%-38.9pp |
| Annual return | -8.54% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $694 | $2,028-65.8% | $2,722-74.5% | $2,381-70.8% |
| Participant deferral / active EE | $1,779 | $2,546-30.1% | $3,402-47.7% | $3,470-48.7% |
| Admin fee / account holder | $1,072 | $3,005-64.3% | $3,590-70.2% | $4,888-78.1% |