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 | $156,618 | $78,672+99.1% | $109,143+43.5% | $85,850+82.4% |
| Participation rate | 63.9% | 68.3%-4.4pp | 75.9%-12.0pp | 69.3%-5.4pp |
| Annual return | 10.48% | 25.09%-14.6pp | 25.75%-15.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,379 | $2,735-49.6% | $3,722-63.0% | $2,565-46.3% |
| Participant deferral / active EE | $6,359 | $3,467+83.4% | $4,653+36.7% | $3,952+60.9% |
| Admin fee / account holder | $96,471 | $5,469+1663.9% | $6,752+1328.7% | $6,260+1441.1% |