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 | $180,777 | $59,417+204.3% | $93,606+93.1% | $74,495+142.7% |
| Participation rate | 38.0% | 59.7%-21.7pp | 68.7%-30.7pp | 67.2%-29.2pp |
| Annual return | 8.71% | 81.83%-73.1pp | 133.20%-124.5pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $1,952 | $1,264+54.5% | $2,420-19.3% | $2,623-25.6% |
| Participant deferral / active EE | $2,729 | $3,050-10.5% | $4,411-38.1% | $4,346-37.2% |
| Admin fee / account holder | $5,546 | $3,021+83.6% | $8,285-33.1% | $1,942+185.6% |