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 | $103,437 | $100,326+3.1% | $180,183-42.6% | $84,808+22.0% |
| Participation rate | 50.0% | 71.0%-21.0pp | 77.4%-27.4pp | 68.3%-18.3pp |
| Annual return | 7.45% | 17.86%-10.4pp | 27.86%-20.4pp | 40.90%-33.4pp |
| Employer contribution / active EE | $1,055 | $3,269-67.7% | $5,039-79.1% | $2,631-59.9% |
| Participant deferral / active EE | $2,961 | $5,066-41.6% | $6,822-56.6% | $4,212-29.7% |
| Admin fee / account holder | $3,577 | $9,674-63.0% | $19,975-82.1% | $7,344-51.3% |