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 8-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 | $171,809 | $112,096+53.3% | $95,952+79.1% | $158,922+8.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 4.22% | 171.09%-166.9pp | 91.61%-87.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,472 | $3,198-54.0% | $2,541-42.1% | $4,761-69.1% |
| Participant deferral / active EE | $2,944 | $4,784-38.5% | $4,167-29.3% | $5,982-50.8% |
| Admin fee / account holder | $729 | $10,130-92.8% | $6,795-89.3% | $11,246-93.5% |