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 | $99,059 | $29,660+234.0% | $56,411+75.6% | $80,856+22.5% |
| Participation rate | 53.3% | 41.6%+11.7pp | 52.5%+0.9pp | 67.6%-14.3pp |
| Annual return | 9.86% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,890 | $669+331.8% | $1,039+178.3% | $2,755+4.9% |
| Participant deferral / active EE | $6,347 | $1,226+417.7% | $1,952+225.2% | $4,296+47.7% |
| Admin fee / account holder | $3,809 | $2,428+56.9% | $2,829+34.7% | $6,918-44.9% |