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 | $126,168 | $66,098+90.9% | $101,794+23.9% | $74,304+69.8% |
| Participation rate | 58.8% | 53.8%+5.1pp | 69.2%-10.4pp | 60.3%-1.5pp |
| Annual return | 7.84% | 19.59%-11.7pp | 30.53%-22.7pp | 29.43%-21.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,841 | $2,781-33.8% | $4,084-54.9% | $3,767-51.1% |
| Admin fee / account holder | $7,069 | $4,146+70.5% | $8,777-19.5% | $2,969+138.1% |