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 | $187,508 | $49,915+275.7% | $154,803+21.1% | $74,304+152.4% |
| Participation rate | 21.5% | 54.0%-32.5pp | 78.1%-56.6pp | 60.3%-38.9pp |
| Annual return | 9.04% | 34.06%-25.0pp | 58.88%-49.8pp | 29.43%-20.4pp |
| Employer contribution / active EE | $663 | $1,611-58.8% | $4,305-84.6% | $2,241-70.4% |
| Participant deferral / active EE | $1,522 | $2,255-32.5% | $5,540-72.5% | $3,767-59.6% |
| Admin fee / account holder | $5,809 | $2,189+165.4% | $14,329-59.5% | $2,969+95.7% |