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 | $143,018 | $226,064-36.7% | $182,532-21.6% | $152,861-6.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 0.30% | 192.51%-192.2pp | 148.54%-148.2pp | 345.32%-345.0pp |
| Employer contribution / active EE | $1,880 | $4,978-62.2% | $4,076-53.9% | $4,762-60.5% |
| Participant deferral / active EE | $7,727 | $6,368+21.3% | $5,524+39.9% | $5,850+32.1% |
| Admin fee / account holder | $23,446 | $10,703+119.1% | $8,592+172.9% | $11,596+102.2% |