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 | $217,383 | $157,256+38.2% | $141,162+54.0% | $152,861+42.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 1.30% | 64.32%-63.0pp | 71.39%-70.1pp | 345.32%-344.0pp |
| Employer contribution / active EE | $13,367 | $5,261+154.1% | $4,735+182.3% | $4,762+180.7% |
| Participant deferral / active EE | $8,167 | $7,109+14.9% | $6,709+21.7% | $5,850+39.6% |
| Admin fee / account holder | $909 | $12,120-92.5% | $10,261-91.1% | $11,596-92.2% |