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 9-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 | $199,222 | $74,888+166.0% | $71,209+179.8% | $142,382+39.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 10.34% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,378 | $2,854-16.7% | $2,721-12.6% | $4,299-44.7% |
| Participant deferral / active EE | $12,366 | $4,454+177.6% | $4,175+196.2% | $6,507+90.0% |
| Admin fee / account holder | $1,100 | $5,568-80.2% | $5,349-79.4% | $12,624-91.3% |