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 | $177,797 | $102,604+73.3% | $86,188+106.3% | $139,434+27.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 4.18% | 1922.51%-1918.3pp | 1168.45%-1164.3pp | 372.94%-368.8pp |
| Employer contribution / active EE | $1,597 | $3,032-47.3% | $2,380-32.9% | $4,751-66.4% |
| Participant deferral / active EE | $3,033 | $4,676-35.1% | $3,985-23.9% | $6,710-54.8% |
| Admin fee / account holder | $1,995 | $8,657-77.0% | $6,852-70.9% | $11,403-82.5% |