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 | $93,015 | $81,208+14.5% | $98,907-6.0% | $79,858+16.5% |
| Participation rate | 39.5% | 72.5%-33.0pp | 76.0%-36.6pp | 69.6%-30.2pp |
| Annual return | -9.11% | 60.99%-70.1pp | 196.43%-205.5pp | 31.71%-40.8pp |
| Employer contribution / active EE | $425 | $1,960-78.3% | $2,689-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $2,873 | $3,265-12.0% | $4,244-32.3% | $3,740-23.2% |
| Admin fee / account holder | $1,894 | $6,013-68.5% | $6,642-71.5% | $5,306-64.3% |