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 | $178,072 | $104,974+69.6% | $95,585+86.3% | $142,382+25.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 7.21% | 210.33%-203.1pp | 38.56%-31.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $374 | $2,779-86.5% | $2,527-85.2% | $4,299-91.3% |
| Participant deferral / active EE | $1,122 | $4,352-74.2% | $4,023-72.1% | $6,507-82.8% |
| Admin fee / account holder | $122,380 | $6,386+1816.4% | $6,127+1897.3% | $12,624+869.4% |