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 | $122,262 | $102,605+19.2% | $145,661-16.1% | $84,808+44.2% |
| Participation rate | 69.2% | 74.3%-5.0pp | 77.2%-8.0pp | 68.3%+0.9pp |
| Annual return | 12.80% | 26.50%-13.7pp | 101.46%-88.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $804 | $3,325-75.8% | $4,238-81.0% | $2,631-69.4% |
| Participant deferral / active EE | $2,997 | $5,750-47.9% | $7,198-58.4% | $4,212-28.8% |
| Admin fee / account holder | $4,280 | $8,758-51.1% | $12,466-65.7% | $7,344-41.7% |