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 | $237,214 | $39,019+507.9% | $80,716+193.9% | $85,850+176.3% |
| Participation rate | 5.8% | 41.5%-35.8pp | 54.2%-48.4pp | 69.3%-63.5pp |
| Annual return | 6.28% | 26.27%-20.0pp | 87.28%-81.0pp | 318.53%-312.3pp |
| Employer contribution / active EE | $242 | $722-66.4% | $1,160-79.1% | $2,565-90.6% |
| Participant deferral / active EE | $996 | $1,326-24.9% | $2,146-53.6% | $3,952-74.8% |
| Admin fee / account holder | $1,101 | $2,431-54.7% | $3,380-67.4% | $6,260-82.4% |