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 | $104,815 | $59,101+77.3% | $77,163+35.8% | $75,163+39.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 5.93% | 26.71%-20.8pp | 37.87%-31.9pp | 160.62%-154.7pp |
| Employer contribution / active EE | $866 | $1,995-56.6% | $2,535-65.8% | $2,670-67.6% |
| Participant deferral / active EE | $2,568 | $2,999-14.4% | $3,833-33.0% | $4,125-37.7% |
| Admin fee / account holder | $630 | $4,774-86.8% | $5,472-88.5% | $5,651-88.9% |