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 | $144,345 | $74,888+92.7% | $71,209+102.7% | $142,382+1.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 10.68% | 345.14%-334.5pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,736 | $2,854-39.2% | $2,721-36.2% | $4,299-59.6% |
| Participant deferral / active EE | $2,669 | $4,454-40.1% | $4,175-36.1% | $6,507-59.0% |
| Admin fee / account holder | $171,481 | $5,568+2979.6% | $5,349+3106.0% | $12,624+1258.4% |