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 | $239,767 | $157,256+52.5% | $141,162+69.9% | $152,861+56.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 10.95% | 64.32%-53.4pp | 71.39%-60.4pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,916 | $5,261-63.6% | $4,735-59.5% | $4,762-59.8% |
| Participant deferral / active EE | $4,334 | $7,109-39.0% | $6,709-35.4% | $5,850-25.9% |
| Admin fee / account holder | $2,139 | $12,120-82.4% | $10,261-79.2% | $11,596-81.6% |