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 | $139,610 | $70,587+97.8% | $124,672+12.0% | $85,850+62.6% |
| Participation rate | 58.5% | 64.4%-5.9pp | 74.6%-16.1pp | 69.3%-10.8pp |
| Annual return | 7.28% | 20688.83%-20681.5pp | 5142.93%-5135.7pp | 318.53%-311.3pp |
| Employer contribution / active EE | $1,210 | $1,913-36.8% | $3,324-63.6% | $2,565-52.8% |
| Participant deferral / active EE | $4,033 | $2,969+35.8% | $4,614-12.6% | $3,952+2.1% |
| Admin fee / account holder | $4,592 | $5,282-13.1% | $7,493-38.7% | $6,260-26.6% |