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 | $123,614 | $227,553-45.7% | $189,557-34.8% | $167,490-26.2% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 3.10% | 78.40%-75.3pp | 64.17%-61.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,725 | $5,316-67.6% | $4,412-60.9% | $4,837-64.3% |
| Participant deferral / active EE | $15,192 | $7,002+117.0% | $6,174+146.1% | $6,341+139.6% |
| Admin fee / account holder | $29,550 | $11,878+148.8% | $9,807+201.3% | $12,309+140.1% |