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 | $98,031 | $54,705+79.2% | $71,209+37.7% | $84,808+15.6% |
| Participation rate | 52.2% | 64.1%-11.9pp | 73.8%-21.6pp | 68.3%-16.1pp |
| Annual return | 10.99% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $780 | $2,158-63.9% | $2,721-71.4% | $2,631-70.4% |
| Participant deferral / active EE | $2,071 | $3,030-31.7% | $4,175-50.4% | $4,212-50.8% |
| Admin fee / account holder | $56,230 | $4,863+1056.2% | $5,349+951.3% | $7,344+665.7% |