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 | $89,400 | $152,460-41.4% | $118,746-24.7% | $147,584-39.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 5.04% | 17.41%-12.4pp | 24.54%-19.5pp | 578.55%-573.5pp |
| Employer contribution / active EE | $4,242 | $5,046-15.9% | $4,193+1.2% | $4,876-13.0% |
| Participant deferral / active EE | $14,220 | $6,212+128.9% | $5,332+166.7% | $5,439+161.5% |
| Admin fee / account holder | $21,375 | $16,953+26.1% | $10,720+99.4% | $10,885+96.4% |