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 | $134,886 | $185,822-27.4% | $169,993-20.7% | $139,434-3.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 9.95% | 60.50%-50.5pp | 53.37%-43.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $9,462 | $7,590+24.7% | $6,785+39.4% | $4,751+99.2% |
| Participant deferral / active EE | $11,262 | $11,622-3.1% | $10,408+8.2% | $6,710+67.8% |
| Admin fee / account holder | $421 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |