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 | $65,024 | $159,901-59.3% | $146,958-55.8% | $145,922-55.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.68% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,660+329.2% |
| Participant deferral / active EE | $11,000 | $8,428+30.5% | $8,070+36.3% | $6,688+64.5% |
| Admin fee / account holder | $1,735,752 | $15,044+11438.0% | $12,998+13253.9% | $13,397+12856.3% |