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 | $87,623 | $30,588+186.5% | $53,898+62.6% | $85,563+2.4% |
| Participation rate | 13.2% | 26.3%-13.2pp | 55.0%-41.8pp | 66.0%-52.8pp |
| Annual return | 11.35% | 50.42%-39.1pp | 528.60%-517.3pp | 31.51%-20.2pp |
| Employer contribution / active EE | $503 | $436+15.4% | $932-46.0% | $2,654-81.0% |
| Participant deferral / active EE | $906 | $848+6.8% | $1,826-50.4% | $4,375-79.3% |
| Admin fee / account holder | $5,350 | $1,879+184.7% | $2,491+114.8% | $834+541.3% |