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 | $183,001 | $95,266+92.1% | $82,389+122.1% | $142,382+28.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 9.45% | 25.74%-16.3pp | 28.67%-19.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,644 | $2,991-45.1% | $2,517-34.7% | $4,299-61.8% |
| Participant deferral / active EE | $4,516 | $4,809-6.1% | $4,155+8.7% | $6,507-30.6% |
| Admin fee / account holder | $40,402 | $8,563+371.8% | $7,231+458.8% | $12,624+220.0% |