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 | $165,359 | $58,208+184.1% | $81,812+102.1% | $80,856+104.5% |
| Participation rate | 48.8% | 63.4%-14.7pp | 72.3%-23.6pp | 67.6%-18.9pp |
| Annual return | 8.19% | 41.66%-33.5pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $647 | $2,340-72.4% | $2,912-77.8% | $2,755-76.5% |
| Participant deferral / active EE | $3,784 | $3,281+15.3% | $4,319-12.4% | $4,296-11.9% |
| Admin fee / account holder | $29,650 | $4,981+495.2% | $7,386+301.4% | $6,918+328.6% |