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 | $120,774 | $54,705+120.8% | $71,209+69.6% | $84,808+42.4% |
| Participation rate | 22.9% | 64.1%-41.2pp | 73.8%-50.8pp | 68.3%-45.4pp |
| Annual return | 13.44% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,227 | $3,030-26.5% | $4,175-46.7% | $4,212-47.1% |
| Admin fee / account holder | $2,990 | $4,863-38.5% | $5,349-44.1% | $7,344-59.3% |