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 | $136,772 | $49,227+177.8% | $70,449+94.1% | $79,858+71.3% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 69.6%-49.6pp |
| Annual return | 1.40% | 30.06%-28.7pp | 109.03%-107.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,115 | $2,099-46.9% | $2,737-59.3% | $2,471-54.9% |
| Participant deferral / active EE | $1,856 | $2,768-32.9% | $3,709-50.0% | $3,740-50.4% |
| Admin fee / account holder | $2,304 | $2,878-19.9% | $3,845-40.1% | $5,306-56.6% |