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 | $112,740 | $53,516+110.7% | $126,539-10.9% | $84,808+32.9% |
| Participation rate | 30.8% | 58.2%-27.5pp | 69.8%-39.0pp | 68.3%-37.5pp |
| Annual return | 12.94% | 58.34%-45.4pp | 425.95%-413.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,930 | $2,671+9.7% | $4,083-28.2% | $4,212-30.4% |
| Admin fee / account holder | $22,407 | $4,497+398.3% | $6,065+269.5% | $7,344+205.1% |