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 9-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 | $82,559 | $101,724-18.8% | $164,813-49.9% | $80,856+2.1% |
| Participation rate | 65.4% | 71.8%-6.4pp | 78.6%-13.2pp | 67.6%-2.2pp |
| Annual return | 9.00% | 16.72%-7.7pp | 69.93%-60.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,678 | $2,953-43.2% | $4,341-61.3% | $2,755-39.1% |
| Participant deferral / active EE | $2,235 | $4,477-50.1% | $6,031-62.9% | $4,296-48.0% |
| Admin fee / account holder | $7,329 | $8,227-10.9% | $12,690-42.2% | $6,918+5.9% |