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 | $96,352 | $95,803+0.6% | $113,168-14.9% | $84,808+13.6% |
| Participation rate | 50.6% | 72.9%-22.2pp | 76.6%-25.9pp | 68.3%-17.7pp |
| Annual return | 12.18% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,097 | $2,360-53.5% | $2,975-63.1% | $2,631-58.3% |
| Participant deferral / active EE | $2,045 | $4,242-51.8% | $5,107-60.0% | $4,212-51.4% |
| Admin fee / account holder | $3,150 | $8,989-65.0% | $12,068-73.9% | $7,344-57.1% |