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 | $92,801 | $78,422+18.3% | $95,952-3.3% | $79,858+16.2% |
| Participation rate | 38.6% | 73.5%-34.8pp | 77.1%-38.4pp | 69.6%-31.0pp |
| Annual return | 2.23% | 19.37%-17.1pp | 91.61%-89.4pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,316 | $1,945-32.3% | $2,541-48.2% | $2,471-46.7% |
| Participant deferral / active EE | $3,355 | $3,440-2.5% | $4,167-19.5% | $3,740-10.3% |
| Admin fee / account holder | $7,193 | $5,622+27.9% | $6,795+5.9% | $5,306+35.6% |