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 | $143,732 | $53,516+168.6% | $126,539+13.6% | $84,808+69.5% |
| Participation rate | 55.2% | 58.2%-3.1pp | 69.8%-14.6pp | 68.3%-13.1pp |
| Annual return | 9.83% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,448 | $1,535+124.7% | $3,674-6.1% | $2,631+31.1% |
| Participant deferral / active EE | $3,135 | $2,671+17.4% | $4,083-23.2% | $4,212-25.6% |
| Admin fee / account holder | $42,187 | $4,497+838.2% | $6,065+595.6% | $7,344+474.5% |