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 8-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 | $187,114 | $117,841+58.8% | $102,423+82.7% | $145,922+28.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 0.16% | 31.65%-31.5pp | 29.32%-29.2pp | 561.29%-561.1pp |
| Employer contribution / active EE | $1,200 | $3,615-66.8% | $3,023-60.3% | $4,660-74.2% |
| Participant deferral / active EE | $4,500 | $5,731-21.5% | $5,053-10.9% | $6,688-32.7% |
| Admin fee / account holder | $504 | $13,326-96.2% | $9,451-94.7% | $13,397-96.2% |