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 | $239,634 | $29,660+707.9% | $56,411+324.8% | $80,856+196.4% |
| Participation rate | 7.9% | 41.6%-33.8pp | 52.5%-44.6pp | 67.6%-59.7pp |
| Annual return | 7.15% | 35.23%-28.1pp | 1701.33%-1694.2pp | 35.59%-28.4pp |
| Employer contribution / active EE | $258 | $669-61.4% | $1,039-75.1% | $2,755-90.6% |
| Participant deferral / active EE | $1,164 | $1,226-5.0% | $1,952-40.3% | $4,296-72.9% |
| Admin fee / account holder | $2,334 | $2,428-3.9% | $2,829-17.5% | $6,918-66.3% |