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 | $129,195 | $71,050+81.8% | $93,606+38.0% | $80,856+59.8% |
| Participation rate | 58.4% | 60.4%-2.0pp | 68.7%-10.3pp | 67.6%-9.2pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $508 | $1,564-67.5% | $2,420-79.0% | $2,755-81.5% |
| Participant deferral / active EE | $4,877 | $4,034+20.9% | $4,411+10.6% | $4,296+13.5% |
| Admin fee / account holder | $11,189 | $6,945+61.1% | $8,285+35.0% | $6,918+61.7% |