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 | $117,156 | $96,484+21.4% | $75,886+54.4% | $152,861-23.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 12.01% | 33.98%-22.0pp | 30.76%-18.7pp | 345.32%-333.3pp |
| Employer contribution / active EE | $927 | $3,309-72.0% | $2,500-62.9% | $4,762-80.5% |
| Participant deferral / active EE | $3,449 | $4,553-24.2% | $3,603-4.3% | $5,850-41.0% |
| Admin fee / account holder | $18,637 | $8,078+130.7% | $5,418+244.0% | $11,596+60.7% |