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 | $225,928 | $54,705+313.0% | $71,209+217.3% | $84,808+166.4% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.8%-35.3pp | 68.3%-29.8pp |
| Annual return | 9.62% | 35.90%-26.3pp | 282.51%-272.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,406 | $2,158-34.9% | $2,721-48.3% | $2,631-46.6% |
| Participant deferral / active EE | $2,591 | $3,030-14.5% | $4,175-37.9% | $4,212-38.5% |
| Admin fee / account holder | $29,086 | $4,863+498.1% | $5,349+443.8% | $7,344+296.1% |