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 | $74,638 | $66,098+12.9% | $101,794-26.7% | $74,304+0.4% |
| Participation rate | 36.6% | 53.8%-17.1pp | 69.2%-32.6pp | 60.3%-23.7pp |
| Annual return | 11.87% | 19.59%-7.7pp | 30.53%-18.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $366 | $1,082-66.2% | $2,289-84.0% | $2,241-83.7% |
| Participant deferral / active EE | $2,124 | $2,781-23.6% | $4,084-48.0% | $3,767-43.6% |
| Admin fee / account holder | $13,220 | $4,146+218.9% | $8,777+50.6% | $2,969+345.3% |