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 | $70,414 | $65,041+8.3% | $90,951-22.6% | $79,858-11.8% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 9.73% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $798 | $1,247-36.0% | $2,122-62.4% | $2,471-67.7% |
| Participant deferral / active EE | $2,647 | $2,512+5.4% | $3,373-21.5% | $3,740-29.2% |
| Admin fee / account holder | $14,450 | $4,536+218.6% | $5,959+142.5% | $5,306+172.3% |