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 | $120,498 | $65,561+83.8% | $86,188+39.8% | $75,163+60.3% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 10.86% | 46.05%-35.2pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $401 | $1,553-74.2% | $2,380-83.2% | $2,670-85.0% |
| Participant deferral / active EE | $3,301 | $3,024+9.2% | $3,985-17.2% | $4,125-20.0% |
| Admin fee / account holder | $8,232 | $5,474+50.4% | $6,852+20.1% | $5,651+45.7% |