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 8-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 | $125,810 | $91,538+37.4% | $129,995-3.2% | $75,163+67.4% |
| Participation rate | 65.1% | 71.4%-6.3pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 12.82% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $5,004 | $2,845+75.9% | $4,320+15.8% | $2,670+87.4% |
| Participant deferral / active EE | $4,969 | $4,341+14.5% | $5,820-14.6% | $4,125+20.5% |
| Admin fee / account holder | $5,546 | $6,790-18.3% | $10,614-47.8% | $5,651-1.9% |