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 9-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 | $35,580 | $27,915+27.5% | $58,482-39.2% | $75,163-52.7% |
| Participation rate | 53.3% | 38.8%+14.5pp | 50.9%+2.5pp | 67.2%-13.9pp |
| Annual return | 11.02% | 44.20%-33.2pp | 4239.32%-4228.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,641 | $669+145.3% | $1,053+55.8% | $2,670-38.5% |
| Participant deferral / active EE | $2,611 | $1,201+117.3% | $1,924+35.7% | $4,125-36.7% |
| Admin fee / account holder | $34,046 | $1,726+1872.9% | $2,516+1253.2% | $5,651+502.5% |