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 | $121,566 | $86,929+39.8% | $102,423+18.7% | $80,856+50.3% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.6%-44.7pp |
| Annual return | 10.00% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,040 | $2,369-56.1% | $3,023-65.6% | $2,755-62.2% |
| Participant deferral / active EE | $2,165 | $4,118-47.4% | $5,053-57.2% | $4,296-49.6% |
| Admin fee / account holder | $514 | $8,049-93.6% | $9,451-94.6% | $6,918-92.6% |