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 | $119,507 | $105,181+13.6% | $159,436-25.0% | $85,850+39.2% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.8%-19.9pp | 69.3%-6.4pp |
| Annual return | 10.20% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,444 | $5,945-25.3% | $7,352-39.6% | $3,952+12.4% |
| Admin fee / account holder | $10,644 | $6,933+53.5% | $10,799-1.4% | $6,260+70.0% |