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 | $215,515 | $83,902+156.9% | $167,512+28.7% | $84,808+154.1% |
| Participation rate | 45.9% | 66.5%-20.6pp | 77.1%-31.2pp | 68.3%-22.4pp |
| Annual return | 11.19% | 91.55%-80.4pp | 1615.79%-1604.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,703 | $4,442-16.6% | $6,405-42.2% | $4,212-12.1% |
| Admin fee / account holder | $34,953 | $7,915+341.6% | $9,769+257.8% | $7,344+376.0% |