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 | $237,364 | $133,958+77.2% | $112,228+111.5% | $134,475+76.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.85% | 47.11%-72.0pp | 27.45%-52.3pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,837 | $4,038-29.7% | $3,635-21.9% | $4,740-40.1% |
| Participant deferral / active EE | $25,118 | $5,291+374.8% | $4,728+431.3% | $6,400+292.5% |
| Admin fee / account holder | $17,312 | $7,489+131.2% | $6,410+170.1% | $11,426+51.5% |