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 | $97,133 | $103,376-6.0% | $87,100+11.5% | $152,861-36.5% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.9%-18.5pp | 82.4%-24.1pp |
| Annual return | 5.92% | 28.10%-22.2pp | 28.19%-22.3pp | 345.32%-339.4pp |
| Employer contribution / active EE | $2,175 | $3,220-32.5% | $2,521-13.7% | $4,762-54.3% |
| Participant deferral / active EE | $3,377 | $4,778-29.3% | $4,049-16.6% | $5,850-42.3% |
| Admin fee / account holder | $1,041 | $12,205-91.5% | $7,497-86.1% | $11,596-91.0% |