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 | $91,222 | $30,400+200.1% | $53,898+69.3% | $84,808+7.6% |
| Participation rate | 26.2% | 46.4%-20.2pp | 55.0%-28.7pp | 68.3%-42.1pp |
| Annual return | 11.73% | 500.19%-488.5pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,044 | $603+73.3% | $932+12.0% | $2,631-60.3% |
| Participant deferral / active EE | $2,467 | $1,199+105.9% | $1,826+35.1% | $4,212-41.4% |
| Admin fee / account holder | $15,566 | $1,993+680.9% | $2,491+524.9% | $7,344+112.0% |