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 | $229,012 | $111,754+104.9% | $103,333+121.6% | $145,922+56.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.82% | 24.77%-16.9pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,942 | $4,212-30.2% | $3,868-23.9% | $4,660-36.9% |
| Participant deferral / active EE | $3,282 | $5,619-41.6% | $5,057-35.1% | $6,688-50.9% |
| Admin fee / account holder | $209,903 | $9,750+2052.8% | $8,355+2412.4% | $13,397+1466.8% |