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 | $145,032 | $117,841+23.1% | $102,423+41.6% | $145,922-0.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 7.59% | 31.65%-24.1pp | 29.32%-21.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $954 | $3,615-73.6% | $3,023-68.4% | $4,660-79.5% |
| Participant deferral / active EE | $4,218 | $5,731-26.4% | $5,053-16.5% | $6,688-36.9% |
| Admin fee / account holder | $3,543 | $13,326-73.4% | $9,451-62.5% | $13,397-73.6% |