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 6-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 | $141,062 | $100,773+40.0% | $88,946+58.6% | $142,382-0.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 10.33% | 70.18%-59.8pp | 57.82%-47.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,119 | $2,918-27.4% | $2,555-17.1% | $4,299-50.7% |
| Participant deferral / active EE | $8,676 | $5,230+65.9% | $4,581+89.4% | $6,507+33.3% |
| Admin fee / account holder | $303 | $9,693-96.9% | $8,261-96.3% | $12,624-97.6% |