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 | $99,338 | $60,022+65.5% | $88,946+11.7% | $84,808+17.1% |
| Participation rate | 52.0% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.3pp |
| Annual return | 11.10% | 22.43%-11.3pp | 57.82%-46.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,042 | $1,703-38.8% | $2,555-59.2% | $2,631-60.4% |
| Participant deferral / active EE | $4,858 | $3,114+56.0% | $4,581+6.0% | $4,212+15.4% |
| Admin fee / account holder | $2,305 | $4,811-52.1% | $8,261-72.1% | $7,344-68.6% |