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 | $97,810 | $80,968+20.8% | $96,544+1.3% | $75,163+30.1% |
| Participation rate | 24.4% | 71.8%-47.3pp | 76.0%-51.5pp | 67.2%-42.7pp |
| Annual return | 11.95% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,070 | $2,282-53.1% | $2,965-63.9% | $2,670-59.9% |
| Participant deferral / active EE | $2,175 | $3,928-44.6% | $4,851-55.2% | $4,125-47.3% |
| Admin fee / account holder | $31,494 | $6,724+368.4% | $8,252+281.6% | $5,651+457.3% |