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 9-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 | $56,122 | $148,534-62.2% | $135,903-58.7% | $139,434-59.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.67% | 79.19%-69.5pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,416 | $5,243-53.9% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $7,583 | $8,100-6.4% | $7,758-2.2% | $6,710+13.0% |
| Admin fee / account holder | $51,746 | $12,400+317.3% | $10,762+380.8% | $11,403+353.8% |