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 | $92,577 | $98,750-6.3% | $149,696-38.2% | $79,858+15.9% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.6%-38.1pp |
| Annual return | 8.05% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,122 | $3,216-65.1% | $4,644-75.8% | $2,471-54.6% |
| Participant deferral / active EE | $4,145 | $5,680-27.0% | $6,842-39.4% | $3,740+10.8% |
| Admin fee / account holder | $17,454 | $6,053+188.4% | $9,309+87.5% | $5,306+228.9% |