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 | $174,693 | $80,673+116.5% | $101,326+72.4% | $84,808+106.0% |
| Participation rate | 69.6% | 77.8%-8.1pp | 81.5%-11.9pp | 68.3%+1.3pp |
| Annual return | 10.58% | 38.95%-28.4pp | 36.82%-26.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $395 | $2,698-85.4% | $3,665-89.2% | $2,631-85.0% |
| Participant deferral / active EE | $4,290 | $6,840-37.3% | $7,994-46.3% | $4,212+1.9% |
| Admin fee / account holder | $30,479 | $12,784+138.4% | $11,185+172.5% | $7,344+315.0% |