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 | $197,184 | $58,208+238.8% | $81,812+141.0% | $80,856+143.9% |
| Participation rate | 37.5% | 63.4%-25.9pp | 72.3%-34.8pp | 67.6%-30.1pp |
| Annual return | 8.03% | 41.66%-33.6pp | 773.79%-765.8pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,236 | $2,340-47.2% | $2,912-57.5% | $2,755-55.1% |
| Participant deferral / active EE | $2,230 | $3,281-32.0% | $4,319-48.4% | $4,296-48.1% |
| Admin fee / account holder | $2,543 | $4,981-49.0% | $7,386-65.6% | $6,918-63.2% |