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 | $144,360 | $65,041+122.0% | $90,951+58.7% | $79,858+80.8% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.0%-30.5pp | 69.6%-31.2pp |
| Annual return | 6.22% | 30.45%-24.2pp | 134.60%-128.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,378 | $2,512-5.3% | $3,373-29.5% | $3,740-36.4% |
| Admin fee / account holder | $17,521 | $4,536+286.3% | $5,959+194.0% | $5,306+230.2% |