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 | $109,074 | $89,753+21.5% | $107,525+1.4% | $84,808+28.6% |
| Participation rate | 45.1% | 68.1%-23.0pp | 75.1%-30.0pp | 68.3%-23.3pp |
| Annual return | 11.31% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,505 | $4,056-38.3% | $5,116-51.0% | $4,212-40.5% |
| Admin fee / account holder | $2,204 | $7,222-69.5% | $8,919-75.3% | $7,344-70.0% |