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 | $189,683 | $24,730+667.0% | $66,042+187.2% | $84,808+123.7% |
| Participation rate | 57.7% | 68.1%-10.4pp | 67.5%-9.8pp | 68.3%-10.6pp |
| Annual return | 12.00% | 79.55%-67.5pp | 52.11%-40.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,813 | $857+111.6% | $1,579+14.8% | $2,631-31.1% |
| Participant deferral / active EE | $2,919 | $1,737+68.0% | $2,835+2.9% | $4,212-30.7% |
| Admin fee / account holder | $7,551 | $3,014+150.5% | $5,747+31.4% | $7,344+2.8% |