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 | $88,386 | $176,056-49.8% | $159,436-44.6% | $167,490-47.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 4.85% | 331.75%-326.9pp | 263.57%-258.7pp | 478.56%-473.7pp |
| Employer contribution / active EE | $11,037 | $5,297+108.4% | $4,829+128.5% | $4,837+128.2% |
| Participant deferral / active EE | $18,409 | $7,750+137.5% | $7,352+150.4% | $6,341+190.3% |
| Admin fee / account holder | $234,503 | $12,554+1768.0% | $10,799+2071.6% | $12,309+1805.1% |