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 | $80,072 | $88,083-9.1% | $164,813-51.4% | $74,495+7.5% |
| Participation rate | 40.4% | 73.0%-32.7pp | 78.6%-38.2pp | 67.2%-26.8pp |
| Annual return | 9.80% | 17.26%-7.5pp | 69.93%-60.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,489 | $2,593-42.6% | $4,341-65.7% | $2,623-43.2% |
| Participant deferral / active EE | $3,128 | $4,498-30.5% | $6,031-48.1% | $4,346-28.0% |
| Admin fee / account holder | $12,164 | $2,234+444.6% | $12,690-4.1% | $1,942+526.5% |