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 | $186,899 | $70,587+164.8% | $124,672+49.9% | $85,850+117.7% |
| Participation rate | 68.0% | 64.4%+3.6pp | 74.6%-6.6pp | 69.3%-1.3pp |
| Annual return | 9.68% | 20688.83%-20679.1pp | 5142.93%-5133.3pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,644 | $1,913-14.1% | $3,324-50.5% | $2,565-35.9% |
| Participant deferral / active EE | $5,009 | $2,969+68.7% | $4,614+8.6% | $3,952+26.8% |
| Admin fee / account holder | $3,427 | $5,282-35.1% | $7,493-54.3% | $6,260-45.3% |