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 | $113,678 | $60,022+89.4% | $88,946+27.8% | $84,808+34.0% |
| Participation rate | 53.3% | 57.8%-4.5pp | 68.8%-15.5pp | 68.3%-15.0pp |
| Annual return | 13.33% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $908 | $1,703-46.7% | $2,555-64.5% | $2,631-65.5% |
| Participant deferral / active EE | $1,890 | $3,114-39.3% | $4,581-58.7% | $4,212-55.1% |
| Admin fee / account holder | $30,843 | $4,811+541.1% | $8,261+273.4% | $7,344+320.0% |