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 | $142,782 | $100,773+41.7% | $88,946+60.5% | $142,382+0.3% |
| Participation rate | 23.8% | 74.3%-50.5pp | 68.8%-45.0pp | 80.1%-56.3pp |
| Annual return | 6.63% | 70.18%-63.6pp | 57.82%-51.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $964 | $2,918-66.9% | $2,555-62.3% | $4,299-77.6% |
| Participant deferral / active EE | $3,164 | $5,230-39.5% | $4,581-30.9% | $6,507-51.4% |
| Admin fee / account holder | $10,396 | $9,693+7.3% | $8,261+25.8% | $12,624-17.6% |