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 | $228,670 | $99,985+128.7% | $146,665+55.9% | $85,850+166.4% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 8.37% | 18.93%-10.6pp | 22.74%-14.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,896 | $4,006+97.1% | $5,506+43.4% | $3,952+99.8% |
| Admin fee / account holder | $20,499 | $7,702+166.1% | $10,280+99.4% | $6,260+227.5% |