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 | $153,974 | $56,317+173.4% | $71,209+116.2% | $74,304+107.2% |
| Participation rate | 43.9% | 55.1%-11.2pp | 73.8%-29.8pp | 60.3%-16.4pp |
| Annual return | 11.56% | 42.83%-31.3pp | 282.51%-271.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $617 | $2,160-71.4% | $2,721-77.3% | $2,241-72.5% |
| Participant deferral / active EE | $2,611 | $2,788-6.3% | $4,175-37.5% | $3,767-30.7% |
| Admin fee / account holder | $15,528 | $2,290+578.2% | $5,349+190.3% | $2,969+423.0% |