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 | $200,105 | $72,277+176.9% | $101,248+97.6% | $79,858+150.6% |
| Participation rate | 47.4% | 68.5%-21.1pp | 75.8%-28.4pp | 69.6%-22.3pp |
| Annual return | 9.49% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $671 | $2,692-75.1% | $3,660-81.7% | $2,471-72.8% |
| Participant deferral / active EE | $3,087 | $3,282-5.9% | $4,370-29.4% | $3,740-17.5% |
| Admin fee / account holder | $12,409 | $4,400+182.0% | $5,945+108.7% | $5,306+133.9% |