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 | $66,170 | $89,753-26.3% | $107,525-38.5% | $84,808-22.0% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 10.32% | 29.48%-19.2pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,536 | $3,113-18.6% | $3,754-32.4% | $2,631-3.6% |
| Participant deferral / active EE | $5,593 | $4,056+37.9% | $5,116+9.3% | $4,212+32.8% |
| Admin fee / account holder | $18,414 | $7,222+155.0% | $8,919+106.5% | $7,344+150.7% |