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 | $125,604 | $68,547+83.2% | $120,354+4.4% | $80,856+55.3% |
| Participation rate | 42.6% | 61.6%-19.0pp | 71.9%-29.3pp | 67.6%-25.0pp |
| Annual return | 9.49% | 23.60%-14.1pp | 107.15%-97.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $799 | $2,051-61.0% | $3,463-76.9% | $2,755-71.0% |
| Participant deferral / active EE | $2,288 | $3,173-27.9% | $4,991-54.2% | $4,296-46.7% |
| Admin fee / account holder | $21,337 | $5,732+272.2% | $9,423+126.4% | $6,918+208.4% |