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 | $160,497 | $74,927+114.2% | $101,794+57.7% | $84,808+89.2% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.2%-27.3pp | 68.3%-26.5pp |
| Annual return | 11.33% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,024 | $3,099+29.8% | $4,084-1.5% | $4,212-4.5% |
| Admin fee / account holder | $43,524 | $6,514+568.2% | $8,777+395.9% | $7,344+492.7% |