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 | $111,337 | $29,660+275.4% | $56,411+97.4% | $80,856+37.7% |
| Participation rate | 23.7% | 41.6%-18.0pp | 52.5%-28.8pp | 67.6%-44.0pp |
| Annual return | 9.74% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $442 | $669-34.0% | $1,039-57.5% | $2,755-84.0% |
| Participant deferral / active EE | $2,272 | $1,226+85.4% | $1,952+16.4% | $4,296-47.1% |
| Admin fee / account holder | $852 | $2,428-64.9% | $2,829-69.9% | $6,918-87.7% |