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 | $98,205 | $176,662-44.4% | $130,648-24.8% | $152,861-35.8% |
| Participation rate | 69.2% | 79.0%-9.7pp | 71.7%-2.5pp | 82.4%-13.2pp |
| Annual return | 1.42% | 2692.24%-2690.8pp | 1708.96%-1707.5pp | 345.32%-343.9pp |
| Employer contribution / active EE | $4,502 | $5,742-21.6% | $4,092+10.0% | $4,762-5.5% |
| Participant deferral / active EE | $2,663 | $4,361-38.9% | $3,603-26.1% | $5,850-54.5% |
| Admin fee / account holder | $3,945 | $7,133-44.7% | $5,464-27.8% | $11,596-66.0% |