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 | $189,322 | $48,750+288.3% | $88,946+112.9% | $74,304+154.8% |
| Participation rate | 3.5% | 44.5%-41.0pp | 68.8%-65.3pp | 60.3%-56.8pp |
| Annual return | 13.59% | 25.91%-12.3pp | 57.82%-44.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $159 | $1,255-87.3% | $2,555-93.8% | $2,241-92.9% |
| Participant deferral / active EE | $632 | $2,423-73.9% | $4,581-86.2% | $3,767-83.2% |
| Admin fee / account holder | $840 | $3,756-77.6% | $8,261-89.8% | $2,969-71.7% |