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 | $119,630 | $74,927+59.7% | $101,794+17.5% | $84,808+41.1% |
| Participation rate | 43.2% | 61.4%-18.2pp | 69.2%-25.9pp | 68.3%-25.1pp |
| Annual return | 5.80% | 18.70%-12.9pp | 30.53%-24.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,600 | $3,099-48.4% | $4,084-60.8% | $4,212-62.0% |
| Admin fee / account holder | $55,281 | $6,514+748.7% | $8,777+529.8% | $7,344+652.8% |