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 | $87,487 | $34,308+155.0% | $74,701+17.1% | $72,985+19.9% |
| Participation rate | 30.0% | 42.4%-12.4pp | 54.5%-24.5pp | 69.5%-39.5pp |
| Annual return | 16.08% | 26.58%-10.5pp | 752.92%-736.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $446 | $692-35.5% | $1,084-58.8% | $2,440-81.7% |
| Participant deferral / active EE | $1,465 | $1,271+15.2% | $1,964-25.4% | $3,607-59.4% |
| Admin fee / account holder | $6,849 | $2,124+222.4% | $3,333+105.5% | $5,124+33.7% |