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 7-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 | $189,655 | $74,888+153.3% | $71,209+166.3% | $142,382+33.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 12.45% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $870 | $2,854-69.5% | $2,721-68.0% | $4,299-79.8% |
| Participant deferral / active EE | $8,333 | $4,454+87.1% | $4,175+99.6% | $6,507+28.1% |
| Admin fee / account holder | $2,472 | $5,568-55.6% | $5,349-53.8% | $12,624-80.4% |