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 | $174,714 | $72,012+142.6% | $185,823-6.0% | $79,858+118.8% |
| Participation rate | 62.9% | 65.8%-2.9pp | 78.0%-15.2pp | 69.6%-6.8pp |
| Annual return | 9.48% | 23.12%-13.6pp | 35.95%-26.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $782 | $1,965-60.2% | $4,087-80.9% | $2,471-68.4% |
| Participant deferral / active EE | $4,803 | $3,779+27.1% | $5,632-14.7% | $3,740+28.4% |
| Admin fee / account holder | $7,814 | $4,513+73.2% | $9,500-17.8% | $5,306+47.3% |