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 | $157,832 | $34,934+351.8% | $56,411+179.8% | $74,495+111.9% |
| Participation rate | 25.6% | 32.8%-7.2pp | 52.5%-26.9pp | 67.2%-41.6pp |
| Annual return | 8.86% | 25.94%-17.1pp | 1701.33%-1692.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,446 | $609+137.4% | $1,039+39.2% | $2,623-44.9% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,907 | $2,364-19.3% | $2,829-32.6% | $1,942-1.8% |