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 | $118,025 | $65,561+80.0% | $86,188+36.9% | $75,163+57.0% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.7pp |
| Annual return | 11.83% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $510 | $1,553-67.2% | $2,380-78.6% | $2,670-80.9% |
| Participant deferral / active EE | $5,141 | $3,024+70.0% | $3,985+29.0% | $4,125+24.6% |
| Admin fee / account holder | $20,015 | $5,474+265.6% | $6,852+192.1% | $5,651+254.2% |