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 | $93,225 | $30,400+206.7% | $53,898+73.0% | $84,808+9.9% |
| Participation rate | 43.9% | 46.4%-2.6pp | 55.0%-11.1pp | 68.3%-24.4pp |
| Annual return | 14.33% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,779 | $603+195.2% | $932+90.9% | $2,631-32.4% |
| Participant deferral / active EE | $3,849 | $1,199+221.2% | $1,826+110.8% | $4,212-8.6% |
| Admin fee / account holder | $6,176 | $1,993+209.9% | $2,491+148.0% | $7,344-15.9% |