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 | $107,624 | $105,181+2.3% | $159,436-32.5% | $85,850+25.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 11.02% | 45.07%-34.1pp | 263.57%-252.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,179 | $5,945+37.6% | $7,352+11.2% | $3,952+107.0% |
| Admin fee / account holder | $1,114 | $6,933-83.9% | $10,799-89.7% | $6,260-82.2% |