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 | $136,864 | $37,426+265.7% | $77,482+76.6% | $79,858+71.4% |
| Participation rate | 34.0% | 41.5%-7.5pp | 54.2%-20.1pp | 69.6%-35.6pp |
| Annual return | 9.99% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $580 | $637-8.9% | $986-41.2% | $2,471-76.5% |
| Participant deferral / active EE | $2,569 | $1,260+103.9% | $1,861+38.1% | $3,740-31.3% |
| Admin fee / account holder | $19,812 | $2,504+691.2% | $2,858+593.3% | $5,306+273.4% |