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 | $108,272 | $27,915+287.9% | $58,482+85.1% | $75,163+44.0% |
| Participation rate | 59.4% | 38.8%+20.6pp | 50.9%+8.6pp | 67.2%-7.8pp |
| Annual return | 7.17% | 44.20%-37.0pp | 4239.32%-4232.1pp | 160.62%-153.4pp |
| Employer contribution / active EE | $266 | $669-60.3% | $1,053-74.8% | $2,670-90.0% |
| Participant deferral / active EE | $4,131 | $1,201+243.9% | $1,924+114.7% | $4,125+0.1% |
| Admin fee / account holder | $17,098 | $1,726+890.8% | $2,516+579.6% | $5,651+202.6% |