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 | $117,438 | $94,625+24.1% | $116,228+1.0% | $84,808+38.5% |
| Participation rate | 48.5% | 70.4%-22.0pp | 74.6%-26.1pp | 68.3%-19.8pp |
| Annual return | 11.51% | 20.40%-8.9pp | 90.06%-78.6pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,624 | $2,347-30.8% | $2,994-45.8% | $2,631-38.3% |
| Participant deferral / active EE | $3,254 | $3,972-18.1% | $4,953-34.3% | $4,212-22.7% |
| Admin fee / account holder | $3,367 | $10,091-66.6% | $11,989-71.9% | $7,344-54.2% |