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 | $244,447 | $95,266+156.6% | $82,389+196.7% | $142,382+71.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 5.97% | 25.74%-19.8pp | 28.67%-22.7pp | 217.08%-211.1pp |
| Employer contribution / active EE | $5,024 | $2,991+68.0% | $2,517+99.6% | $4,299+16.9% |
| Participant deferral / active EE | $5,804 | $4,809+20.7% | $4,155+39.7% | $6,507-10.8% |
| Admin fee / account holder | $905,772 | $8,563+10477.1% | $7,231+12426.8% | $12,624+7075.2% |