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 | $231,936 | $209,411+10.8% | $178,490+29.9% | $158,922+45.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -23.72% | 188.75%-212.5pp | 151.07%-174.8pp | 302.83%-326.5pp |
| Employer contribution / active EE | $1,196 | $5,706-79.0% | $5,011-76.1% | $4,761-74.9% |
| Participant deferral / active EE | $13,563 | $5,954+127.8% | $5,202+160.7% | $5,982+126.7% |
| Admin fee / account holder | $2,130 | $17,074-87.5% | $13,984-84.8% | $11,246-81.1% |