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 | $202,899 | $88,751+128.6% | $81,812+148.0% | $145,922+39.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 4.24% | 1025.40%-1021.2pp | 773.79%-769.5pp | 561.29%-557.0pp |
| Employer contribution / active EE | $800 | $3,083-74.1% | $2,912-72.5% | $4,660-82.8% |
| Participant deferral / active EE | $15,250 | $4,643+228.4% | $4,319+253.1% | $6,688+128.0% |
| Admin fee / account holder | $2,774 | $8,415-67.0% | $7,386-62.4% | $13,397-79.3% |