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 5-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 | $99,953 | $177,572-43.7% | $154,803-35.4% | $142,382-29.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 4.93% | 65.07%-60.1pp | 58.88%-54.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $2,151 | $4,810-55.3% | $4,305-50.0% | $4,299-50.0% |
| Participant deferral / active EE | $10,984 | $6,272+75.1% | $5,540+98.3% | $6,507+68.8% |
| Admin fee / account holder | $541 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |