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 | $126,852 | $127,065-0.2% | $113,168+12.1% | $142,382-10.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 5.35% | 24.03%-18.7pp | 24.27%-18.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $2,911 | $3,442-15.4% | $2,975-2.2% | $4,299-32.3% |
| Participant deferral / active EE | $11,307 | $5,716+97.8% | $5,107+121.4% | $6,507+73.8% |
| Admin fee / account holder | $12,373 | $15,736-21.4% | $12,068+2.5% | $12,624-2.0% |