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 | $68,825 | $49,915+37.9% | $154,803-55.5% | $74,304-7.4% |
| Participation rate | 38.1% | 54.0%-15.9pp | 78.1%-40.0pp | 60.3%-22.3pp |
| Annual return | 11.40% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,331 | $1,611-17.4% | $4,305-69.1% | $2,241-40.6% |
| Participant deferral / active EE | $1,241 | $2,255-45.0% | $5,540-77.6% | $3,767-67.1% |
| Admin fee / account holder | $29,508 | $2,189+1248.0% | $14,329+105.9% | $2,969+893.9% |