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 | $116,220 | $54,705+112.4% | $71,209+63.2% | $84,808+37.0% |
| Participation rate | 56.1% | 64.1%-7.9pp | 73.8%-17.6pp | 68.3%-12.2pp |
| Annual return | 11.55% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $668 | $2,158-69.1% | $2,721-75.5% | $2,631-74.6% |
| Participant deferral / active EE | $1,297 | $3,030-57.2% | $4,175-68.9% | $4,212-69.2% |
| Admin fee / account holder | $4,620 | $4,863-5.0% | $5,349-13.6% | $7,344-37.1% |