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 | $109,508 | $84,696+29.3% | $75,696+44.7% | $167,490-34.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.8%-21.0pp | 82.1%-28.3pp |
| Annual return | 8.40% | 199.36%-191.0pp | 104.53%-96.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,167 | $3,230-63.9% | $2,743-57.5% | $4,837-75.9% |
| Participant deferral / active EE | $4,323 | $4,580-5.6% | $3,821+13.1% | $6,341-31.8% |
| Admin fee / account holder | $21,359 | $5,355+298.9% | $3,619+490.2% | $12,309+73.5% |