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 | $95,375 | $91,190+4.6% | $178,490-46.6% | $79,858+19.4% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | -8.34% | 24.19%-32.5pp | 151.07%-159.4pp | 31.71%-40.1pp |
| Employer contribution / active EE | $1,020 | $3,256-68.7% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $2,729 | $3,236-15.7% | $5,202-47.5% | $3,740-27.0% |
| Admin fee / account holder | $11,134 | $6,751+64.9% | $13,984-20.4% | $5,306+109.8% |