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 | $196,874 | $111,754+76.2% | $103,333+90.5% | $145,922+34.9% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 5.19% | 24.77%-19.6pp | 24.88%-19.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $953 | $4,212-77.4% | $3,868-75.3% | $4,660-79.5% |
| Participant deferral / active EE | $2,816 | $5,619-49.9% | $5,057-44.3% | $6,688-57.9% |
| Admin fee / account holder | $6,574 | $9,750-32.6% | $8,355-21.3% | $13,397-50.9% |