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 | $124,508 | $30,400+309.6% | $53,898+131.0% | $84,808+46.8% |
| Participation rate | 16.2% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.1pp |
| Annual return | 13.28% | 500.19%-486.9pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $493 | $603-18.2% | $932-47.1% | $2,631-81.2% |
| Participant deferral / active EE | $1,489 | $1,199+24.2% | $1,826-18.5% | $4,212-64.6% |
| Admin fee / account holder | $12,454 | $1,993+524.8% | $2,491+400.0% | $7,344+69.6% |