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 | $112,374 | $61,774+81.9% | $97,226+15.6% | $80,856+39.0% |
| Participation rate | 27.7% | 63.5%-35.8pp | 72.7%-45.0pp | 67.6%-40.0pp |
| Annual return | 10.07% | -557.90%+568.0pp | 75.13%-65.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $867 | $1,837-52.8% | $2,729-68.2% | $2,755-68.5% |
| Participant deferral / active EE | $1,735 | $3,029-42.7% | $4,264-59.3% | $4,296-59.6% |
| Admin fee / account holder | $2,161 | $5,166-58.2% | $5,654-61.8% | $6,918-68.8% |