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 7-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 | $113,800 | $74,927+51.9% | $101,794+11.8% | $84,808+34.2% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 7.32% | 18.70%-11.4pp | 30.53%-23.2pp | 40.90%-33.6pp |
| Employer contribution / active EE | $519 | $1,522-65.9% | $2,289-77.3% | $2,631-80.3% |
| Participant deferral / active EE | $1,736 | $3,099-44.0% | $4,084-57.5% | $4,212-58.8% |
| Admin fee / account holder | $149,077 | $6,514+2188.6% | $8,777+1598.5% | $7,344+1930.0% |