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 | $203,392 | $183,963+10.6% | $162,163+25.4% | $152,861+33.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | -11.13% | 150.76%-161.9pp | 115.59%-126.7pp | 345.32%-356.4pp |
| Employer contribution / active EE | $37,000 | $6,371+480.8% | $5,614+559.1% | $4,762+676.9% |
| Participant deferral / active EE | $22,000 | $8,034+173.8% | $7,298+201.5% | $5,850+276.1% |
| Admin fee / account holder | $13,332 | $13,121+1.6% | $10,843+23.0% | $11,596+15.0% |