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 | $121,015 | $78,672+53.8% | $109,143+10.9% | $85,850+41.0% |
| Participation rate | 58.3% | 68.3%-9.9pp | 75.9%-17.5pp | 69.3%-11.0pp |
| Annual return | 10.91% | 25.09%-14.2pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $928 | $2,735-66.1% | $3,722-75.1% | $2,565-63.8% |
| Participant deferral / active EE | $4,105 | $3,467+18.4% | $4,653-11.8% | $3,952+3.9% |
| Admin fee / account holder | $16,951 | $5,469+209.9% | $6,752+151.0% | $6,260+170.8% |