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 | $151,293 | $95,266+58.8% | $82,389+83.6% | $142,382+6.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 7.03% | 25.74%-18.7pp | 28.67%-21.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $765 | $2,991-74.4% | $2,517-69.6% | $4,299-82.2% |
| Participant deferral / active EE | $2,930 | $4,809-39.1% | $4,155-29.5% | $6,507-55.0% |
| Admin fee / account holder | $59,277 | $8,563+592.2% | $7,231+719.8% | $12,624+369.6% |