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 | $117,337 | $86,929+35.0% | $102,423+14.6% | $80,856+45.1% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.6%-1.4pp |
| Annual return | 9.92% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,986 | $2,369-16.2% | $3,023-34.3% | $2,755-27.9% |
| Participant deferral / active EE | $4,304 | $4,118+4.5% | $5,053-14.8% | $4,296+0.2% |
| Admin fee / account holder | $25,669 | $8,049+218.9% | $9,451+171.6% | $6,918+271.1% |