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 | $144,636 | $99,640+45.2% | $86,436+67.3% | $134,475+7.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.08% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $17,400 | $4,400+295.4% | $3,769+361.7% | $4,740+267.1% |
| Participant deferral / active EE | $26,000 | $7,246+258.8% | $6,952+274.0% | $6,400+306.3% |
| Admin fee / account holder | $43,625 | $8,371+421.1% | $6,731+548.1% | $11,426+281.8% |