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 6-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 | $90,229 | $30,400+196.8% | $53,898+67.4% | $84,808+6.4% |
| Participation rate | 35.8% | 46.4%-10.6pp | 55.0%-19.1pp | 68.3%-32.5pp |
| Annual return | 12.91% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $134 | $603-77.8% | $932-85.6% | $2,631-94.9% |
| Participant deferral / active EE | $2,572 | $1,199+114.6% | $1,826+40.8% | $4,212-38.9% |
| Admin fee / account holder | $4,713 | $1,993+136.4% | $2,491+89.2% | $7,344-35.8% |