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 | $104,394 | $30,400+243.4% | $53,898+93.7% | $84,808+23.1% |
| Participation rate | 10.5% | 46.4%-35.9pp | 55.0%-44.4pp | 68.3%-57.8pp |
| Annual return | 13.47% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $589 | $603-2.4% | $932-36.9% | $2,631-77.6% |
| Participant deferral / active EE | $1,135 | $1,199-5.3% | $1,826-37.9% | $4,212-73.1% |
| Admin fee / account holder | $71,942 | $1,993+3509.1% | $2,491+2788.3% | $7,344+879.6% |