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 | $126,611 | $74,927+69.0% | $101,794+24.4% | $84,808+49.3% |
| Participation rate | 68.1% | 61.4%+6.7pp | 69.2%-1.1pp | 68.3%-0.2pp |
| Annual return | 11.81% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,259 | $1,522-17.3% | $2,289-45.0% | $2,631-52.2% |
| Participant deferral / active EE | $3,063 | $3,099-1.2% | $4,084-25.0% | $4,212-27.3% |
| Admin fee / account holder | $1,248 | $6,514-80.8% | $8,777-85.8% | $7,344-83.0% |