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 | $102,266 | $30,400+236.4% | $53,898+89.7% | $84,808+20.6% |
| Participation rate | 51.9% | 46.4%+5.4pp | 55.0%-3.1pp | 68.3%-16.5pp |
| Annual return | 12.02% | 500.19%-488.2pp | 528.60%-516.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,570 | $603+160.5% | $932+68.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,932 | $1,199+228.0% | $1,826+115.3% | $4,212-6.6% |
| Admin fee / account holder | $39,649 | $1,993+1889.1% | $2,491+1491.8% | $7,344+439.9% |