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 | $117,144 | $31,310+274.1% | $53,898+117.3% | $74,304+57.7% |
| Participation rate | 11.7% | 30.7%-19.0pp | 55.0%-43.2pp | 60.3%-48.6pp |
| Annual return | 13.10% | 23.16%-10.1pp | 528.60%-515.5pp | 29.43%-16.3pp |
| Employer contribution / active EE | $254 | $450-43.5% | $932-72.7% | $2,241-88.7% |
| Participant deferral / active EE | $918 | $934-1.7% | $1,826-49.7% | $3,767-75.6% |
| Admin fee / account holder | $4,284 | $2,175+96.9% | $2,491+72.0% | $2,969+44.3% |