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 | $176,562 | $57,281+208.2% | $86,612+103.9% | $75,163+134.9% |
| Participation rate | 53.4% | 63.2%-9.8pp | 71.7%-18.3pp | 67.2%-13.8pp |
| Annual return | 11.40% | 2670.75%-2659.3pp | 591.07%-579.7pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,064 | $2,314-54.0% | $3,022-64.8% | $2,670-60.1% |
| Participant deferral / active EE | $4,263 | $3,318+28.5% | $4,438-3.9% | $4,125+3.4% |
| Admin fee / account holder | $19,711 | $4,112+379.4% | $5,614+251.1% | $5,651+248.8% |