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 | $91,511 | $74,888+22.2% | $71,209+28.5% | $142,382-35.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 8.38% | 345.14%-336.8pp | 282.51%-274.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,540 | $2,854+24.0% | $2,721+30.1% | $4,299-17.7% |
| Participant deferral / active EE | $5,071 | $4,454+13.8% | $4,175+21.5% | $6,507-22.1% |
| Admin fee / account holder | $39,845 | $5,568+615.6% | $5,349+644.9% | $12,624+215.6% |