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 | $140,636 | $73,933+90.2% | $96,683+45.5% | $75,163+87.1% |
| Participation rate | 28.3% | 66.4%-38.1pp | 74.3%-46.0pp | 67.2%-38.9pp |
| Annual return | 11.17% | 26.70%-15.5pp | 35.69%-24.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,056 | $2,928-63.9% | $3,737-71.7% | $2,670-60.5% |
| Participant deferral / active EE | $2,570 | $3,659-29.8% | $4,878-47.3% | $4,125-37.7% |
| Admin fee / account holder | $46,095 | $5,216+783.7% | $6,730+585.0% | $5,651+715.7% |