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 | $230,253 | $101,317+127.3% | $146,958+56.7% | $74,495+209.1% |
| Participation rate | 43.2% | 75.5%-32.4pp | 82.2%-39.0pp | 67.2%-24.0pp |
| Annual return | 10.58% | 8730.91%-8720.3pp | 418.34%-407.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,042 | $3,810-46.4% | $4,933-58.6% | $2,623-22.1% |
| Participant deferral / active EE | $3,316 | $7,303-54.6% | $8,070-58.9% | $4,346-23.7% |
| Admin fee / account holder | $17,617 | $1,739+913.1% | $12,998+35.5% | $1,942+807.3% |