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 | $187,258 | $90,348+107.3% | $75,972+146.5% | $145,922+28.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 6.10% | 620.88%-614.8pp | 359.55%-353.5pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,329 | $3,311-59.9% | $2,685-50.5% | $4,660-71.5% |
| Participant deferral / active EE | $6,241 | $5,162+20.9% | $4,255+46.7% | $6,688-6.7% |
| Admin fee / account holder | $206,701 | $8,467+2341.3% | $6,467+3096.4% | $13,397+1442.9% |