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 8-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 | $190,573 | $124,281+53.3% | $109,143+74.6% | $167,490+13.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 7.84% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,518 | $4,207-63.9% | $3,722-59.2% | $4,837-68.6% |
| Participant deferral / active EE | $5,501 | $5,255+4.7% | $4,653+18.2% | $6,341-13.2% |
| Admin fee / account holder | $1,338 | $7,970-83.2% | $6,752-80.2% | $12,309-89.1% |