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 | $173,979 | $65,561+165.4% | $86,188+101.9% | $75,163+131.5% |
| Participation rate | 30.6% | 60.5%-29.9pp | 69.0%-38.4pp | 67.2%-36.6pp |
| Annual return | 6.94% | 46.05%-39.1pp | 1168.45%-1161.5pp | 160.62%-153.7pp |
| Employer contribution / active EE | $824 | $1,553-46.9% | $2,380-65.4% | $2,670-69.1% |
| Participant deferral / active EE | $1,469 | $3,024-51.4% | $3,985-63.1% | $4,125-64.4% |
| Admin fee / account holder | $572 | $5,474-89.5% | $6,852-91.6% | $5,651-89.9% |