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 | $202,840 | $71,050+185.5% | $93,606+116.7% | $80,856+150.9% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.6%-8.3pp |
| Annual return | 8.83% | 11.26%-2.4pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,818 | $4,034+44.2% | $4,411+31.9% | $4,296+35.4% |
| Admin fee / account holder | $602 | $6,945-91.3% | $8,285-92.7% | $6,918-91.3% |