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 | $137,575 | $30,400+352.5% | $53,898+155.3% | $84,808+62.2% |
| Participation rate | 22.0% | 46.4%-24.5pp | 55.0%-33.0pp | 68.3%-46.4pp |
| Annual return | 13.49% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $498 | $603-17.4% | $932-46.6% | $2,631-81.1% |
| Participant deferral / active EE | $2,261 | $1,199+88.6% | $1,826+23.8% | $4,212-46.3% |
| Admin fee / account holder | $1,238 | $1,993-37.9% | $2,491-50.3% | $7,344-83.1% |