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 4-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 | $155,760 | $29,660+425.2% | $56,411+176.1% | $80,856+92.6% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 10.40% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $560 | $669-16.4% | $1,039-46.1% | $2,755-79.7% |
| Participant deferral / active EE | $1,360 | $1,226+10.9% | $1,952-30.3% | $4,296-68.3% |
| Admin fee / account holder | $12,965 | $2,428+434.1% | $2,829+358.3% | $6,918+87.4% |