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 | $124,683 | $30,400+310.1% | $53,898+131.3% | $84,808+47.0% |
| Participation rate | 7.4% | 46.4%-39.0pp | 55.0%-47.6pp | 68.3%-60.9pp |
| Annual return | 13.50% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $290 | $1,199-75.8% | $1,826-84.1% | $4,212-93.1% |
| Admin fee / account holder | $132,101 | $1,993+6527.2% | $2,491+5203.5% | $7,344+1698.8% |