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 | $128,449 | $24,730+419.4% | $66,042+94.5% | $84,808+51.5% |
| Participation rate | 56.3% | 68.1%-11.8pp | 67.5%-11.3pp | 68.3%-12.1pp |
| Annual return | 11.34% | 79.55%-68.2pp | 52.11%-40.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,167 | $857+36.3% | $1,579-26.1% | $2,631-55.6% |
| Participant deferral / active EE | $2,899 | $1,737+66.9% | $2,835+2.2% | $4,212-31.2% |
| Admin fee / account holder | $15,436 | $3,014+412.1% | $5,747+168.6% | $7,344+110.2% |