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 | $166,517 | $30,400+447.8% | $53,898+209.0% | $84,808+96.3% |
| Participation rate | 4.6% | 46.4%-41.8pp | 55.0%-50.3pp | 68.3%-63.7pp |
| Annual return | 12.88% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $449 | $603-25.5% | $932-51.8% | $2,631-82.9% |
| Participant deferral / active EE | $832 | $1,199-30.6% | $1,826-54.5% | $4,212-80.3% |
| Admin fee / account holder | $21,002 | $1,993+953.6% | $2,491+743.2% | $7,344+186.0% |