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 | $184,561 | $30,400+507.1% | $53,898+242.4% | $84,808+117.6% |
| Participation rate | 10.3% | 46.4%-36.1pp | 55.0%-44.6pp | 68.3%-58.0pp |
| Annual return | 13.99% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $669 | $603+11.0% | $932-28.2% | $2,631-74.6% |
| Participant deferral / active EE | $2,277 | $1,199+90.0% | $1,826+24.7% | $4,212-45.9% |
| Admin fee / account holder | $2,658 | $1,993+33.3% | $2,491+6.7% | $7,344-63.8% |