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 | $108,844 | $64,480+68.8% | $81,382+33.7% | $80,856+34.6% |
| Participation rate | 22.2% | 63.9%-41.6pp | 69.5%-47.3pp | 67.6%-45.4pp |
| Annual return | 6.06% | 16.34%-10.3pp | 24.73%-18.7pp | 35.59%-29.5pp |
| Employer contribution / active EE | $960 | $1,978-51.5% | $2,463-61.0% | $2,755-65.2% |
| Participant deferral / active EE | $2,555 | $3,094-17.4% | $3,883-34.2% | $4,296-40.5% |
| Admin fee / account holder | $662 | $5,671-88.3% | $5,768-88.5% | $6,918-90.4% |