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 | $88,311 | $183,519-51.9% | $155,509-43.2% | $145,922-39.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 5.16% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,977 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $2,992 | $6,462-53.7% | $5,626-46.8% | $6,688-55.3% |
| Admin fee / account holder | $88,791 | $19,313+359.7% | $15,912+458.0% | $13,397+562.8% |