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 | $184,870 | $94,625+95.4% | $116,228+59.1% | $84,808+118.0% |
| Participation rate | 51.6% | 70.4%-18.8pp | 74.6%-22.9pp | 68.3%-16.7pp |
| Annual return | 10.27% | 20.40%-10.1pp | 90.06%-79.8pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,588 | $2,347-32.3% | $2,994-47.0% | $2,631-39.7% |
| Participant deferral / active EE | $4,253 | $3,972+7.1% | $4,953-14.1% | $4,212+1.0% |
| Admin fee / account holder | $39,115 | $10,091+287.6% | $11,989+226.3% | $7,344+432.6% |