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 | $97,982 | $25,014+291.7% | $69,647+40.7% | $80,856+21.2% |
| Participation rate | 55.8% | 64.2%-8.5pp | 66.5%-10.7pp | 67.6%-11.9pp |
| Annual return | 10.45% | 19.07%-8.6pp | 100.48%-90.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,229 | $993+23.7% | $1,712-28.2% | $2,755-55.4% |
| Participant deferral / active EE | $2,957 | $1,839+60.8% | $2,886+2.5% | $4,296-31.2% |
| Admin fee / account holder | $8,189 | $2,488+229.2% | $4,713+73.8% | $6,918+18.4% |