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 10-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 | $161,558 | $64,839+149.2% | $95,585+69.0% | $84,808+90.5% |
| Participation rate | 60.0% | 63.8%-3.8pp | 72.1%-12.1pp | 68.3%-8.3pp |
| Annual return | 9.28% | -670.96%+680.2pp | 38.56%-29.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,951 | $1,759+10.9% | $2,527-22.8% | $2,631-25.8% |
| Participant deferral / active EE | $3,129 | $2,965+5.5% | $4,023-22.2% | $4,212-25.7% |
| Admin fee / account holder | $110,932 | $5,964+1759.9% | $6,127+1710.4% | $7,344+1410.6% |