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 | $121,500 | $86,286+40.8% | $111,297+9.2% | $85,850+41.5% |
| Participation rate | 39.3% | 73.3%-34.0pp | 77.3%-38.0pp | 69.3%-30.0pp |
| Annual return | 9.80% | 19.99%-10.2pp | 54.65%-44.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $668 | $2,043-67.3% | $2,731-75.5% | $2,565-74.0% |
| Participant deferral / active EE | $2,318 | $3,641-36.3% | $4,487-48.3% | $3,952-41.3% |
| Admin fee / account holder | $28,180 | $8,188+244.2% | $7,964+253.8% | $6,260+350.2% |