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 | $171,245 | $57,281+199.0% | $86,612+97.7% | $75,163+127.8% |
| Participation rate | 48.6% | 63.2%-14.6pp | 71.7%-23.1pp | 67.2%-18.6pp |
| Annual return | 12.86% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,615 | $2,314-30.2% | $3,022-46.6% | $2,670-39.5% |
| Participant deferral / active EE | $2,384 | $3,318-28.1% | $4,438-46.3% | $4,125-42.2% |
| Admin fee / account holder | $2,642 | $4,112-35.8% | $5,614-52.9% | $5,651-53.3% |