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 | $146,774 | $54,705+168.3% | $71,209+106.1% | $84,808+73.1% |
| Participation rate | 16.7% | 64.1%-47.4pp | 73.8%-57.1pp | 68.3%-51.6pp |
| Annual return | 6.57% | 35.90%-29.3pp | 282.51%-275.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $277 | $2,158-87.2% | $2,721-89.8% | $2,631-89.5% |
| Participant deferral / active EE | $1,302 | $3,030-57.0% | $4,175-68.8% | $4,212-69.1% |
| Admin fee / account holder | $632 | $4,863-87.0% | $5,349-88.2% | $7,344-91.4% |