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 | $135,828 | $54,705+148.3% | $71,209+90.7% | $84,808+60.2% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 12.05% | 35.90%-23.8pp | 282.51%-270.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,268 | $2,158-41.2% | $2,721-53.4% | $2,631-51.8% |
| Participant deferral / active EE | $2,460 | $3,030-18.8% | $4,175-41.1% | $4,212-41.6% |
| Admin fee / account holder | $52,680 | $4,863+983.2% | $5,349+884.9% | $7,344+617.3% |