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 | $213,766 | $148,534+43.9% | $135,903+57.3% | $139,434+53.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.11% | 79.19%-71.1pp | 68.23%-60.1pp | 372.94%-364.8pp |
| Employer contribution / active EE | $4,578 | $5,243-12.7% | $4,856-5.7% | $4,751-3.6% |
| Participant deferral / active EE | $12,508 | $8,100+54.4% | $7,758+61.2% | $6,710+86.4% |
| Admin fee / account holder | $143,120 | $12,400+1054.2% | $10,762+1229.9% | $11,403+1155.2% |