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 | $108,729 | $64,707+68.0% | $112,228-3.1% | $68,494+58.7% |
| Participation rate | 46.4% | 67.2%-20.7pp | 75.1%-28.6pp | 67.9%-21.5pp |
| Annual return | -21.19% | -11.40%-9.8pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,389 | $2,746+23.4% | $3,635-6.7% | $2,596+30.5% |
| Participant deferral / active EE | $4,072 | $3,565+14.2% | $4,728-13.9% | $4,027+1.1% |
| Admin fee / account holder | $5,768 | $5,232+10.2% | $6,410-10.0% | $5,403+6.8% |