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 | $138,767 | $74,927+85.2% | $101,794+36.3% | $84,808+63.6% |
| Participation rate | 67.9% | 61.4%+6.5pp | 69.2%-1.3pp | 68.3%-0.5pp |
| Annual return | 9.75% | 18.70%-9.0pp | 30.53%-20.8pp | 40.90%-31.1pp |
| Employer contribution / active EE | $920 | $1,522-39.5% | $2,289-59.8% | $2,631-65.0% |
| Participant deferral / active EE | $5,340 | $3,099+72.3% | $4,084+30.7% | $4,212+26.8% |
| Admin fee / account holder | $5,409 | $6,514-17.0% | $8,777-38.4% | $7,344-26.4% |