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 6-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 | $152,639 | $103,376+47.7% | $87,100+75.2% | $152,861-0.1% |
| Participation rate | 46.7% | 79.3%-32.7pp | 76.9%-30.2pp | 82.4%-35.8pp |
| Annual return | 0.05% | 28.10%-28.0pp | 28.19%-28.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,302 | $3,220-59.6% | $2,521-48.4% | $4,762-72.7% |
| Participant deferral / active EE | $3,619 | $4,778-24.3% | $4,049-10.6% | $5,850-38.1% |
| Admin fee / account holder | $1,664 | $12,205-86.4% | $7,497-77.8% | $11,596-85.6% |