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 | $159,831 | $64,839+146.5% | $95,585+67.2% | $84,808+88.5% |
| Participation rate | 51.7% | 63.8%-12.1pp | 72.1%-20.3pp | 68.3%-16.6pp |
| Annual return | 11.20% | -670.96%+682.2pp | 38.56%-27.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,103 | $1,759+76.5% | $2,527+22.8% | $2,631+18.0% |
| Participant deferral / active EE | $1,360 | $2,965-54.1% | $4,023-66.2% | $4,212-67.7% |
| Admin fee / account holder | $20,707 | $5,964+247.2% | $6,127+237.9% | $7,344+182.0% |