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 | $149,571 | $117,983+26.8% | $101,794+46.9% | $142,382+5.0% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 5.74% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $699 | $2,773-74.8% | $2,289-69.5% | $4,299-83.7% |
| Participant deferral / active EE | $1,711 | $4,714-63.7% | $4,084-58.1% | $6,507-73.7% |
| Admin fee / account holder | $78,683 | $10,433+654.1% | $8,777+796.5% | $12,624+523.3% |