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 | $172,524 | $109,817+57.1% | $98,442+75.3% | $167,490+3.0% |
| Participation rate | 45.8% | 75.8%-30.0pp | 73.3%-27.5pp | 82.1%-36.3pp |
| Annual return | 9.11% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,500 | $3,224-53.5% | $2,960-49.3% | $4,837-69.0% |
| Participant deferral / active EE | $3,267 | $4,673-30.1% | $4,276-23.6% | $6,341-48.5% |
| Admin fee / account holder | $34,315 | $6,753+408.2% | $5,949+476.8% | $12,309+178.8% |