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 | $179,749 | $74,927+139.9% | $101,794+76.6% | $84,808+111.9% |
| Participation rate | 45.5% | 61.4%-15.9pp | 69.2%-23.7pp | 68.3%-22.9pp |
| Annual return | 11.21% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,399 | $1,522-8.1% | $2,289-38.9% | $2,631-46.8% |
| Participant deferral / active EE | $4,104 | $3,099+32.4% | $4,084+0.5% | $4,212-2.6% |
| Admin fee / account holder | $14,280 | $6,514+119.2% | $8,777+62.7% | $7,344+94.5% |