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 | $172,746 | $95,803+80.3% | $113,168+52.6% | $84,808+103.7% |
| Participation rate | 53.4% | 72.9%-19.4pp | 76.6%-23.1pp | 68.3%-14.9pp |
| Annual return | 12.04% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,989 | $4,242-53.1% | $5,107-61.1% | $4,212-52.8% |
| Admin fee / account holder | $36,531 | $8,989+306.4% | $12,068+202.7% | $7,344+397.4% |