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 | $101,660 | $65,409+55.4% | $98,442+3.3% | $85,850+18.4% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.1pp | 69.3%-15.0pp |
| Annual return | 9.16% | 21.76%-12.6pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,215 | $2,168-44.0% | $2,960-59.0% | $2,565-52.6% |
| Participant deferral / active EE | $3,022 | $3,166-4.6% | $4,276-29.3% | $3,952-23.5% |
| Admin fee / account holder | $21,832 | $4,593+375.4% | $5,949+267.0% | $6,260+248.8% |