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 | $176,805 | $80,968+118.4% | $96,544+83.1% | $75,163+135.2% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 11.79% | 27.06%-15.3pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $897 | $2,282-60.7% | $2,965-69.7% | $2,670-66.4% |
| Participant deferral / active EE | $5,349 | $3,928+36.2% | $4,851+10.3% | $4,125+29.7% |
| Admin fee / account holder | $883 | $6,724-86.9% | $8,252-89.3% | $5,651-84.4% |