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 | $119,559 | $93,571+27.8% | $135,903-12.0% | $75,163+59.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 12.05% | 30.90%-18.9pp | 68.23%-56.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,657 | $3,537-53.1% | $4,856-65.9% | $2,670-37.9% |
| Participant deferral / active EE | $4,239 | $6,404-33.8% | $7,758-45.4% | $4,125+2.8% |
| Admin fee / account holder | $2,359 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |