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 | $171,277 | $53,053+222.8% | $126,539+35.4% | $74,304+130.5% |
| Participation rate | 29.2% | 48.0%-18.8pp | 69.8%-40.6pp | 60.3%-31.1pp |
| Annual return | 12.76% | 29.46%-16.7pp | 425.95%-413.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $677 | $1,168-42.0% | $3,674-81.6% | $2,241-69.8% |
| Participant deferral / active EE | $2,133 | $2,303-7.4% | $4,083-47.8% | $3,767-43.4% |
| Admin fee / account holder | $13,490 | $3,698+264.8% | $6,065+122.4% | $2,969+354.4% |