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 | $192,223 | $109,413+75.7% | $156,263+23.0% | $84,808+126.7% |
| Participation rate | 61.9% | 72.7%-10.8pp | 78.9%-17.0pp | 68.3%-6.4pp |
| Annual return | 10.91% | 20.18%-9.3pp | 59.47%-48.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,887 | $2,907-35.1% | $4,333-56.5% | $2,631-28.3% |
| Participant deferral / active EE | $4,378 | $4,590-4.6% | $6,158-28.9% | $4,212+4.0% |
| Admin fee / account holder | $2,265 | $9,357-75.8% | $14,255-84.1% | $7,344-69.2% |