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 | $190,254 | $24,730+669.3% | $66,042+188.1% | $84,808+124.3% |
| Participation rate | 53.6% | 68.1%-14.5pp | 67.5%-13.9pp | 68.3%-14.7pp |
| Annual return | 13.43% | 79.55%-66.1pp | 52.11%-38.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,729 | $857+101.8% | $1,579+9.5% | $2,631-34.3% |
| Participant deferral / active EE | $3,848 | $1,737+121.5% | $2,835+35.7% | $4,212-8.6% |
| Admin fee / account holder | $1,357 | $3,014-55.0% | $5,747-76.4% | $7,344-81.5% |