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 | $120,764 | $55,415+117.9% | $155,509-22.3% | $74,495+62.1% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 4.86% | 268.50%-263.6pp | 64.67%-59.8pp | 1364.94%-1360.1pp |
| Employer contribution / active EE | $1,424 | $2,267-37.2% | $4,672-69.5% | $2,623-45.7% |
| Participant deferral / active EE | $2,458 | $2,836-13.3% | $5,626-56.3% | $4,346-43.4% |
| Admin fee / account holder | $1,109 | $1,738-36.2% | $15,912-93.0% | $1,942-42.9% |