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 | $133,029 | $217,402-38.8% | $185,823-28.4% | $167,490-20.6% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 5.92% | 148.36%-142.4pp | 122.05%-116.1pp | 478.56%-472.6pp |
| Employer contribution / active EE | $12,055 | $5,873+105.3% | $5,167+133.3% | $4,837+149.2% |
| Participant deferral / active EE | $6,000 | $6,356-5.6% | $5,568+7.8% | $6,341-5.4% |
| Admin fee / account holder | $472,112 | $19,811+2283.1% | $16,237+2807.6% | $12,309+3735.5% |