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 | $73,677 | $58,926+25.0% | $97,226-24.2% | $74,495-1.1% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.7%-17.4pp | 67.2%-11.9pp |
| Annual return | 10.29% | 16.04%-5.7pp | 75.13%-64.8pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,436 | $1,894-24.2% | $2,729-47.4% | $2,623-45.3% |
| Participant deferral / active EE | $4,123 | $3,664+12.5% | $4,264-3.3% | $4,346-5.1% |
| Admin fee / account holder | $13,110 | $1,974+564.2% | $5,654+131.9% | $1,942+575.2% |