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 | $183,596 | $175,202+4.8% | $149,673+22.7% | $139,434+31.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.17% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,137 | $5,474-79.2% | $4,818-76.4% | $4,751-76.1% |
| Participant deferral / active EE | $5,261 | $6,519-19.3% | $5,680-7.4% | $6,710-21.6% |
| Admin fee / account holder | $3,323 | $16,150-79.4% | $13,210-74.8% | $11,403-70.9% |