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 | $117,417 | $71,050+65.3% | $93,606+25.4% | $80,856+45.2% |
| Participation rate | 11.9% | 60.4%-48.5pp | 68.7%-56.8pp | 67.6%-55.7pp |
| Annual return | 5.23% | 11.26%-6.0pp | 133.20%-128.0pp | 35.59%-30.4pp |
| Employer contribution / active EE | $374 | $1,564-76.1% | $2,420-84.6% | $2,755-86.4% |
| Participant deferral / active EE | $1,853 | $4,034-54.1% | $4,411-58.0% | $4,296-56.9% |
| Admin fee / account holder | $344 | $6,945-95.0% | $8,285-95.9% | $6,918-95.0% |