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 | $132,183 | $89,753+47.3% | $107,525+22.9% | $84,808+55.9% |
| Participation rate | 69.7% | 68.1%+1.6pp | 75.1%-5.4pp | 68.3%+1.4pp |
| Annual return | 11.38% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,407 | $3,113+9.4% | $3,754-9.2% | $2,631+29.5% |
| Participant deferral / active EE | $6,728 | $4,056+65.9% | $5,116+31.5% | $4,212+59.7% |
| Admin fee / account holder | $55,714 | $7,222+671.4% | $8,919+524.7% | $7,344+658.7% |