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 | $147,690 | $102,604+43.9% | $86,188+71.4% | $139,434+5.9% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 2.78% | 1922.51%-1919.7pp | 1168.45%-1165.7pp | 372.94%-370.2pp |
| Employer contribution / active EE | $1,380 | $3,032-54.5% | $2,380-42.0% | $4,751-71.0% |
| Participant deferral / active EE | $7,222 | $4,676+54.5% | $3,985+81.2% | $6,710+7.6% |
| Admin fee / account holder | $3,345 | $8,657-61.4% | $6,852-51.2% | $11,403-70.7% |