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 | $143,301 | $86,929+64.8% | $102,423+39.9% | $80,856+77.2% |
| Participation rate | 55.3% | 72.4%-17.1pp | 76.5%-21.2pp | 67.6%-12.3pp |
| Annual return | 7.95% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,272 | $2,369-4.1% | $3,023-24.8% | $2,755-17.5% |
| Participant deferral / active EE | $3,893 | $4,118-5.5% | $5,053-23.0% | $4,296-9.4% |
| Admin fee / account holder | $14,755 | $8,049+83.3% | $9,451+56.1% | $6,918+113.3% |