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 9-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 | $130,241 | $58,851+121.3% | $115,157+13.1% | $72,985+78.5% |
| Participation rate | 26.8% | 65.5%-38.7pp | 75.9%-49.1pp | 69.5%-42.7pp |
| Annual return | 6.42% | 23.16%-16.7pp | 35.60%-29.2pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,946 | $1,798+8.2% | $3,179-38.8% | $2,440-20.2% |
| Participant deferral / active EE | $2,010 | $2,643-24.0% | $4,168-51.8% | $3,607-44.3% |
| Admin fee / account holder | $40,359 | $6,370+533.6% | $7,088+469.4% | $5,124+687.6% |