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 | $87,259 | $53,516+63.1% | $126,539-31.0% | $84,808+2.9% |
| Participation rate | 29.4% | 58.2%-28.8pp | 69.8%-40.4pp | 68.3%-38.9pp |
| Annual return | 10.53% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $837 | $1,535-45.5% | $3,674-77.2% | $2,631-68.2% |
| Participant deferral / active EE | $1,722 | $2,671-35.5% | $4,083-57.8% | $4,212-59.1% |
| Admin fee / account holder | $2,533 | $4,497-43.7% | $6,065-58.2% | $7,344-65.5% |