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 | $135,763 | $91,552+48.3% | $133,956+1.3% | $79,858+70.0% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.6%-22.0pp |
| Annual return | 6.19% | 61.85%-55.7pp | 45.09%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $996 | $2,384-58.2% | $3,919-74.6% | $2,471-59.7% |
| Participant deferral / active EE | $2,000 | $3,733-46.4% | $5,048-60.4% | $3,740-46.5% |
| Admin fee / account holder | $20,913 | $6,321+230.9% | $8,927+134.3% | $5,306+294.1% |