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 | $146,568 | $95,416+53.6% | $185,823-21.1% | $85,850+70.7% |
| Participation rate | 63.4% | 68.8%-5.3pp | 81.7%-18.3pp | 69.3%-5.9pp |
| Annual return | 10.62% | 23.59%-13.0pp | 122.05%-111.4pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,103 | $3,314-36.5% | $5,167-59.3% | $2,565-18.0% |
| Participant deferral / active EE | $4,236 | $3,423+23.8% | $5,568-23.9% | $3,952+7.2% |
| Admin fee / account holder | $3,268 | $7,213-54.7% | $16,237-79.9% | $6,260-47.8% |