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 | $152,732 | $138,065+10.6% | $123,544+23.6% | $135,375+12.8% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -10.89% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,350 | $5,151-54.4% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $6,900 | $6,799+1.5% | $6,426+7.4% | $5,609+23.0% |
| Admin fee / account holder | $2,395 | $10,916-78.1% | $9,284-74.2% | $10,827-77.9% |