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 | $163,983 | $74,888+119.0% | $71,209+130.3% | $142,382+15.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 9.82% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,844 | $2,854-0.4% | $2,721+4.5% | $4,299-33.8% |
| Participant deferral / active EE | $10,023 | $4,454+125.0% | $4,175+140.1% | $6,507+54.0% |
| Admin fee / account holder | $147,638 | $5,568+2551.4% | $5,349+2660.2% | $12,624+1069.5% |