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 | $168,336 | $158,398+6.3% | $126,539+33.0% | $142,382+18.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 6.28% | 593.76%-587.5pp | 425.95%-419.7pp | 217.08%-210.8pp |
| Employer contribution / active EE | $860 | $4,650-81.5% | $3,674-76.6% | $4,299-80.0% |
| Participant deferral / active EE | $14,292 | $4,767+199.8% | $4,083+250.1% | $6,507+119.6% |
| Admin fee / account holder | $81,055 | $6,918+1071.6% | $6,065+1236.5% | $12,624+542.1% |