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 | $145,047 | $77,314+87.6% | $177,989-18.5% | $80,856+79.4% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 6.83% | 18.09%-11.3pp | 294.48%-287.6pp | 35.59%-28.8pp |
| Employer contribution / active EE | $976 | $2,292-57.4% | $3,949-75.3% | $2,755-64.6% |
| Participant deferral / active EE | $3,781 | $4,411-14.3% | $6,276-39.8% | $4,296-12.0% |
| Admin fee / account holder | $58,035 | $7,191+707.1% | $10,363+460.0% | $6,918+738.9% |