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 | $95,847 | $78,485+22.1% | $106,213-9.8% | $74,495+28.7% |
| Participation rate | 68.9% | 72.8%-4.0pp | 75.3%-6.4pp | 67.2%+1.7pp |
| Annual return | 9.99% | 15.95%-6.0pp | 116.14%-106.1pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $732 | $2,523-71.0% | $3,171-76.9% | $2,623-72.1% |
| Participant deferral / active EE | $4,783 | $4,322+10.7% | $5,016-4.6% | $4,346+10.1% |
| Admin fee / account holder | $14,678 | $2,232+557.7% | $11,033+33.0% | $1,942+655.9% |