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 | $163,602 | $80,968+102.1% | $96,544+69.5% | $75,163+117.7% |
| Participation rate | 55.2% | 71.8%-16.6pp | 76.0%-20.8pp | 67.2%-12.0pp |
| Annual return | 9.32% | 27.06%-17.7pp | 25.84%-16.5pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,373 | $2,282-39.8% | $2,965-53.7% | $2,670-48.6% |
| Participant deferral / active EE | $2,337 | $3,928-40.5% | $4,851-51.8% | $4,125-43.4% |
| Admin fee / account holder | $32,954 | $6,724+390.1% | $8,252+299.3% | $5,651+483.2% |