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 5-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 | $207,779 | $74,888+177.5% | $71,209+191.8% | $142,382+45.9% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | -34.45% | 345.14%-379.6pp | 282.51%-317.0pp | 217.08%-251.5pp |
| Employer contribution / active EE | $574 | $2,854-79.9% | $2,721-78.9% | $4,299-86.6% |
| Participant deferral / active EE | $675 | $4,454-84.8% | $4,175-83.8% | $6,507-89.6% |
| Admin fee / account holder | $5,782 | $5,568+3.8% | $5,349+8.1% | $12,624-54.2% |