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 | $151,979 | $109,817+38.4% | $98,442+54.4% | $167,490-9.3% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 9.09% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $968 | $3,224-70.0% | $2,960-67.3% | $4,837-80.0% |
| Participant deferral / active EE | $1,183 | $4,673-74.7% | $4,276-72.3% | $6,341-81.3% |
| Admin fee / account holder | $26,278 | $6,753+289.1% | $5,949+341.7% | $12,309+113.5% |