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 | $69,668 | $78,672-11.4% | $109,143-36.2% | $85,850-18.8% |
| Participation rate | 68.9% | 68.3%+0.6pp | 75.9%-7.0pp | 69.3%-0.4pp |
| Annual return | 9.39% | 25.09%-15.7pp | 25.75%-16.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,974 | $2,735-27.8% | $3,722-47.0% | $2,565-23.0% |
| Participant deferral / active EE | $2,791 | $3,467-19.5% | $4,653-40.0% | $3,952-29.4% |
| Admin fee / account holder | $2,902 | $5,469-46.9% | $6,752-57.0% | $6,260-53.6% |