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 9-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 | $104,045 | $115,770-10.1% | $101,248+2.8% | $158,922-34.5% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 6.56% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,164 | $4,175-72.1% | $3,660-68.2% | $4,761-75.6% |
| Participant deferral / active EE | $1,443 | $4,957-70.9% | $4,370-67.0% | $5,982-75.9% |
| Admin fee / account holder | $365 | $7,245-95.0% | $5,945-93.9% | $11,246-96.8% |