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 | $68,125 | $65,561+3.9% | $91,541-25.6% | $74,304-8.3% |
| Participation rate | 68.1% | 56.6%+11.5pp | 69.8%-1.7pp | 60.3%+7.7pp |
| Annual return | 11.54% | 17.68%-6.1pp | 20.50%-9.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $833 | $1,717-51.5% | $2,505-66.7% | $2,241-62.8% |
| Participant deferral / active EE | $2,213 | $2,918-24.2% | $4,008-44.8% | $3,767-41.3% |
| Admin fee / account holder | $2,211 | $3,333-33.7% | $6,956-68.2% | $2,969-25.5% |