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 | $93,552 | $60,022+55.9% | $88,946+5.2% | $84,808+10.3% |
| Participation rate | 51.2% | 57.8%-6.6pp | 68.8%-17.6pp | 68.3%-17.1pp |
| Annual return | 12.40% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,620 | $3,114+16.3% | $4,581-21.0% | $4,212-14.0% |
| Admin fee / account holder | $8,473 | $4,811+76.1% | $8,261+2.6% | $7,344+15.4% |