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 | $76,154 | $78,672-3.2% | $109,143-30.2% | $85,850-11.3% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 8.41% | 25.09%-16.7pp | 25.75%-17.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,472 | $2,735-46.2% | $3,722-60.5% | $2,565-42.6% |
| Participant deferral / active EE | $3,022 | $3,467-12.8% | $4,653-35.1% | $3,952-23.5% |
| Admin fee / account holder | $1,977 | $5,469-63.9% | $6,752-70.7% | $6,260-68.4% |