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 7-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 | $174,162 | $172,478+1.0% | $145,661+19.6% | $142,382+22.3% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | -15.78% | 151.09%-166.9pp | 101.46%-117.2pp | 217.08%-232.9pp |
| Employer contribution / active EE | $2,823 | $4,899-42.4% | $4,238-33.4% | $4,299-34.3% |
| Participant deferral / active EE | $2,823 | $8,348-66.2% | $7,198-60.8% | $6,507-56.6% |
| Admin fee / account holder | $124,071 | $16,864+635.7% | $12,466+895.2% | $12,624+882.8% |