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 | $129,606 | $48,795+165.6% | $65,493+97.9% | $84,808+52.8% |
| Participation rate | 67.5% | 67.0%+0.5pp | 73.1%-5.6pp | 68.3%-0.8pp |
| Annual return | 10.37% | 20.20%-9.8pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $8,791 | $1,930+355.6% | $2,574+241.5% | $2,631+234.1% |
| Participant deferral / active EE | $3,147 | $2,928+7.5% | $3,961-20.6% | $4,212-25.3% |
| Admin fee / account holder | $14,990 | $3,877+286.6% | $5,028+198.1% | $7,344+104.1% |