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 | $76,830 | $48,364+58.9% | $71,796+7.0% | $62,891+22.2% |
| Participation rate | 44.0% | 60.6%-16.6pp | 69.1%-25.1pp | 69.3%-25.3pp |
| Annual return | 4.64% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,202 | $2,091-42.5% | $2,794-57.0% | $3,203-62.5% |
| Admin fee / account holder | $2,922 | $3,771-22.5% | $4,815-39.3% | $4,296-32.0% |