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 | $159,971 | $109,881+45.6% | $150,045+6.6% | $84,808+88.6% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 13.00% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,825 | $3,561-20.7% | $4,693-39.8% | $2,631+7.4% |
| Participant deferral / active EE | $5,040 | $6,636-24.0% | $7,997-37.0% | $4,212+19.7% |
| Admin fee / account holder | $2,844 | $8,568-66.8% | $13,435-78.8% | $7,344-61.3% |