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 | $249,485 | $111,754+123.2% | $103,333+141.4% | $145,922+71.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 0.99% | 24.77%-23.8pp | 24.88%-23.9pp | 561.29%-560.3pp |
| Employer contribution / active EE | $1,328 | $4,212-68.5% | $3,868-65.7% | $4,660-71.5% |
| Participant deferral / active EE | $10,609 | $5,619+88.8% | $5,057+109.8% | $6,688+58.6% |
| Admin fee / account holder | $3,859 | $9,750-60.4% | $8,355-53.8% | $13,397-71.2% |