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 | $198,387 | $95,803+107.1% | $113,168+75.3% | $84,808+133.9% |
| Participation rate | 46.2% | 72.9%-26.7pp | 76.6%-30.4pp | 68.3%-22.2pp |
| Annual return | 9.62% | 25.00%-15.4pp | 24.27%-14.6pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,612 | $4,242+8.7% | $5,107-9.7% | $4,212+9.5% |
| Admin fee / account holder | $63,339 | $8,989+604.6% | $12,068+424.9% | $7,344+762.5% |