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 | $200,854 | $74,888+168.2% | $71,209+182.1% | $142,382+41.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 9.33% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $11,572 | $2,854+305.4% | $2,721+325.3% | $4,299+169.2% |
| Participant deferral / active EE | $16,499 | $4,454+270.4% | $4,175+295.2% | $6,507+153.5% |
| Admin fee / account holder | $328,537 | $5,568+5800.1% | $5,349+6042.3% | $12,624+2502.5% |