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 | $198,993 | $99,985+99.0% | $146,665+35.7% | $85,850+131.8% |
| Participation rate | 58.0% | 73.1%-15.1pp | 80.1%-22.1pp | 69.3%-11.3pp |
| Annual return | 6.51% | 18.93%-12.4pp | 22.74%-16.2pp | 318.53%-312.0pp |
| Employer contribution / active EE | $1,444 | $2,559-43.5% | $4,136-65.1% | $2,565-43.7% |
| Participant deferral / active EE | $3,671 | $4,006-8.3% | $5,506-33.3% | $3,952-7.1% |
| Admin fee / account holder | $30,917 | $7,702+301.4% | $10,280+200.8% | $6,260+393.9% |