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 | $132,672 | $53,162+149.6% | $91,220+45.4% | $68,494+93.7% |
| Participation rate | 61.0% | 63.2%-2.2pp | 73.2%-12.2pp | 67.9%-6.9pp |
| Annual return | -20.18% | -3.14%-17.0pp | 114.01%-134.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,483 | $1,709-13.3% | $2,850-48.0% | $2,596-42.9% |
| Participant deferral / active EE | $3,083 | $2,974+3.7% | $4,234-27.2% | $4,027-23.4% |
| Admin fee / account holder | $1,408 | $4,493-68.7% | $5,420-74.0% | $5,403-73.9% |