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 | $199,780 | $89,753+122.6% | $107,525+85.8% | $84,808+135.6% |
| Participation rate | 32.6% | 68.1%-35.5pp | 75.1%-42.5pp | 68.3%-35.8pp |
| Annual return | 12.72% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,201 | $3,113-61.4% | $3,754-68.0% | $2,631-54.4% |
| Participant deferral / active EE | $2,953 | $4,056-27.2% | $5,116-42.3% | $4,212-29.9% |
| Admin fee / account holder | $680 | $7,222-90.6% | $8,919-92.4% | $7,344-90.7% |