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 | $184,206 | $209,411-12.0% | $178,490+3.2% | $158,922+15.9% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -20.81% | 188.75%-209.6pp | 151.07%-171.9pp | 302.83%-323.6pp |
| Employer contribution / active EE | $3,529 | $5,706-38.2% | $5,011-29.6% | $4,761-25.9% |
| Participant deferral / active EE | $5,233 | $5,954-12.1% | $5,202+0.6% | $5,982-12.5% |
| Admin fee / account holder | $2,005 | $17,074-88.3% | $13,984-85.7% | $11,246-82.2% |