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 | $143,269 | $74,927+91.2% | $101,794+40.7% | $84,808+68.9% |
| Participation rate | 39.1% | 61.4%-22.3pp | 69.2%-30.1pp | 68.3%-29.2pp |
| Annual return | 11.00% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,907 | $3,099+58.3% | $4,084+20.1% | $4,212+16.5% |
| Admin fee / account holder | $45,847 | $6,514+603.8% | $8,777+422.3% | $7,344+524.3% |