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 | $126,366 | $30,400+315.7% | $53,898+134.5% | $84,808+49.0% |
| Participation rate | 48.0% | 46.4%+1.6pp | 55.0%-7.0pp | 68.3%-20.3pp |
| Annual return | 14.25% | 500.19%-485.9pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,345 | $603+123.1% | $932+44.3% | $2,631-48.9% |
| Participant deferral / active EE | $4,582 | $1,199+282.3% | $1,826+150.9% | $4,212+8.8% |
| Admin fee / account holder | $1,320 | $1,993-33.8% | $2,491-47.0% | $7,344-82.0% |