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 | $88,837 | $71,050+25.0% | $93,606-5.1% | $80,856+9.9% |
| Participation rate | 24.3% | 60.4%-36.1pp | 68.7%-44.4pp | 67.6%-43.3pp |
| Annual return | 6.77% | 11.26%-4.5pp | 133.20%-126.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,674 | $4,034-58.5% | $4,411-62.0% | $4,296-61.0% |
| Admin fee / account holder | $20,180 | $6,945+190.6% | $8,285+143.6% | $6,918+191.7% |