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 | $97,793 | $72,012+35.8% | $185,823-47.4% | $79,858+22.5% |
| Participation rate | 62.1% | 65.8%-3.6pp | 78.0%-15.9pp | 69.6%-7.5pp |
| Annual return | 7.89% | 23.12%-15.2pp | 35.95%-28.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,162 | $1,965-40.9% | $4,087-71.6% | $2,471-53.0% |
| Participant deferral / active EE | $3,289 | $3,779-12.9% | $5,632-41.6% | $3,740-12.0% |
| Admin fee / account holder | $14,864 | $4,513+229.4% | $9,500+56.5% | $5,306+180.1% |