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 | $113,242 | $49,922+126.8% | $80,569+40.6% | $75,163+50.7% |
| Participation rate | 51.7% | 55.3%-3.6pp | 67.0%-15.3pp | 67.2%-15.5pp |
| Annual return | 13.79% | 34.69%-20.9pp | 935.43%-921.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $876 | $1,698-48.4% | $2,723-67.8% | $2,670-67.2% |
| Participant deferral / active EE | $1,770 | $2,990-40.8% | $4,447-60.2% | $4,125-57.1% |
| Admin fee / account holder | $31,780 | $3,577+788.4% | $5,377+491.0% | $5,651+462.4% |