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 | $245,945 | $61,774+298.1% | $97,226+153.0% | $80,856+204.2% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.7%-40.7pp | 67.6%-35.6pp |
| Annual return | 9.25% | -557.90%+567.2pp | 75.13%-65.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $653 | $1,837-64.4% | $2,729-76.1% | $2,755-76.3% |
| Participant deferral / active EE | $3,090 | $3,029+2.0% | $4,264-27.5% | $4,296-28.1% |
| Admin fee / account holder | $1,324 | $5,166-74.4% | $5,654-76.6% | $6,918-80.9% |