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 | $122,747 | $29,660+313.9% | $56,411+117.6% | $80,856+51.8% |
| Participation rate | 20.8% | 41.6%-20.9pp | 52.5%-31.7pp | 67.6%-46.9pp |
| Annual return | 8.57% | 35.23%-26.7pp | 1701.33%-1692.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $356 | $669-46.8% | $1,039-65.7% | $2,755-87.1% |
| Participant deferral / active EE | $1,323 | $1,226+7.9% | $1,952-32.2% | $4,296-69.2% |
| Admin fee / account holder | $3,639 | $2,428+49.9% | $2,829+28.6% | $6,918-47.4% |