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 | $94,997 | $57,281+65.8% | $86,612+9.7% | $75,163+26.4% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 10.33% | 2670.75%-2660.4pp | 591.07%-580.7pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,344 | $2,314-41.9% | $3,022-55.5% | $2,670-49.7% |
| Participant deferral / active EE | $3,113 | $3,318-6.2% | $4,438-29.9% | $4,125-24.5% |
| Admin fee / account holder | $2,802 | $4,112-31.9% | $5,614-50.1% | $5,651-50.4% |