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 | $153,750 | $106,543+44.3% | $91,220+68.5% | $134,475+14.3% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -21.49% | 160.60%-182.1pp | 114.01%-135.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,899 | $3,331-13.0% | $2,850+1.7% | $4,740-38.8% |
| Participant deferral / active EE | $7,065 | $4,719+49.7% | $4,234+66.9% | $6,400+10.4% |
| Admin fee / account holder | $356 | $6,231-94.3% | $5,420-93.4% | $11,426-96.9% |