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 | $125,916 | $30,400+314.2% | $53,898+133.6% | $84,808+48.5% |
| Participation rate | 51.7% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.6pp |
| Annual return | 11.40% | 500.19%-488.8pp | 528.60%-517.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,312 | $603+117.7% | $932+40.8% | $2,631-50.1% |
| Participant deferral / active EE | $5,248 | $1,199+337.8% | $1,826+187.4% | $4,212+24.6% |
| Admin fee / account holder | $60,327 | $1,993+2926.5% | $2,491+2322.0% | $7,344+721.5% |