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 | $125,890 | $100,754+24.9% | $86,677+45.2% | $134,475-6.4% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -21.80% | 29.04%-50.8pp | 35.91%-57.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,979 | $3,489-43.3% | $2,836-30.2% | $4,740-58.2% |
| Participant deferral / active EE | $8,906 | $5,338+66.8% | $4,656+91.3% | $6,400+39.2% |
| Admin fee / account holder | $33,105 | $10,926+203.0% | $7,493+341.8% | $11,426+189.7% |