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 | $156,800 | $68,346+129.4% | $94,646+65.7% | $75,163+108.6% |
| Participation rate | 5.6% | 76.1%-70.5pp | 80.8%-75.3pp | 67.2%-61.6pp |
| Annual return | 12.46% | 616.93%-604.5pp | 156.71%-144.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,799 | $6,537+49.9% | $7,418+32.1% | $4,125+137.5% |
| Admin fee / account holder | $6,660 | $5,326+25.0% | $7,231-7.9% | $5,651+17.9% |