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 | $206,949 | $30,400+580.8% | $53,898+284.0% | $84,808+144.0% |
| Participation rate | 39.3% | 46.4%-7.1pp | 55.0%-15.6pp | 68.3%-29.0pp |
| Annual return | 11.08% | 500.19%-489.1pp | 528.60%-517.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $904 | $603+49.9% | $932-3.0% | $2,631-65.7% |
| Participant deferral / active EE | $3,101 | $1,199+158.7% | $1,826+69.8% | $4,212-26.4% |
| Admin fee / account holder | $1,785 | $1,993-10.5% | $2,491-28.3% | $7,344-75.7% |