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 5-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 | $214,464 | $80,968+164.9% | $96,544+122.1% | $75,163+185.3% |
| Participation rate | 48.8% | 71.8%-23.0pp | 76.0%-27.2pp | 67.2%-18.4pp |
| Annual return | 12.21% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,518 | $3,928+40.5% | $4,851+13.8% | $4,125+33.8% |
| Admin fee / account holder | $3,264 | $6,724-51.5% | $8,252-60.5% | $5,651-42.2% |