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 | $102,254 | $68,914+48.4% | $136,749-25.2% | $74,304+37.6% |
| Participation rate | 28.5% | 51.3%-22.9pp | 72.1%-43.7pp | 60.3%-31.9pp |
| Annual return | 9.46% | 16.34%-6.9pp | 24.33%-14.9pp | 29.43%-20.0pp |
| Employer contribution / active EE | $697 | $1,561-55.3% | $3,400-79.5% | $2,241-68.9% |
| Participant deferral / active EE | $1,499 | $2,541-41.0% | $4,692-68.1% | $3,767-60.2% |
| Admin fee / account holder | $9,023 | $3,149+186.5% | $11,386-20.8% | $2,969+203.9% |