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 | $177,002 | $109,881+61.1% | $150,045+18.0% | $84,808+108.7% |
| Participation rate | 51.5% | 76.1%-24.6pp | 82.3%-30.8pp | 68.3%-16.8pp |
| Annual return | 11.26% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,703 | $6,636-44.2% | $7,997-53.7% | $4,212-12.1% |
| Admin fee / account holder | $1,577 | $8,568-81.6% | $13,435-88.3% | $7,344-78.5% |