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 | $146,873 | $99,877+47.1% | $84,966+72.9% | $145,922+0.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.87% | 83.76%-76.9pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $4,739 | $3,231+46.6% | $2,727+73.8% | $4,660+1.7% |
| Participant deferral / active EE | $6,560 | $5,291+24.0% | $4,519+45.1% | $6,688-1.9% |
| Admin fee / account holder | $5,552 | $7,248-23.4% | $6,149-9.7% | $13,397-58.6% |