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 | $209,399 | $111,754+87.4% | $103,333+102.6% | $145,922+43.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.69% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,063 | $4,212-3.6% | $3,868+5.0% | $4,660-12.8% |
| Participant deferral / active EE | $10,156 | $5,619+80.8% | $5,057+100.8% | $6,688+51.9% |
| Admin fee / account holder | $653 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |