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 | $95,629 | $50,958+87.7% | $74,550+28.3% | $64,186+49.0% |
| Participation rate | 47.6% | 61.1%-13.4pp | 69.1%-21.5pp | 69.6%-21.9pp |
| Annual return | -10.92% | -1.86%-9.1pp | 32.53%-43.4pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,325 | $1,115+108.5% | $1,961+18.6% | $2,381-2.3% |
| Participant deferral / active EE | $3,506 | $2,301+52.3% | $3,108+12.8% | $3,470+1.0% |
| Admin fee / account holder | $908 | $4,223-78.5% | $5,060-82.0% | $4,888-81.4% |