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 | $162,530 | $49,915+225.6% | $154,803+5.0% | $74,304+118.7% |
| Participation rate | 56.9% | 54.0%+2.9pp | 78.1%-21.2pp | 60.3%-3.5pp |
| Annual return | 11.13% | 34.06%-22.9pp | 58.88%-47.8pp | 29.43%-18.3pp |
| Employer contribution / active EE | $7,176 | $1,611+345.4% | $4,305+66.7% | $2,241+220.2% |
| Participant deferral / active EE | $2,332 | $2,255+3.4% | $5,540-57.9% | $3,767-38.1% |
| Admin fee / account holder | $7,940 | $2,189+262.7% | $14,329-44.6% | $2,969+167.4% |