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 | $229,181 | $95,803+139.2% | $113,168+102.5% | $84,808+170.2% |
| Participation rate | 47.5% | 72.9%-25.4pp | 76.6%-29.1pp | 68.3%-20.8pp |
| Annual return | 11.49% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,327 | $4,242+2.0% | $5,107-15.3% | $4,212+2.8% |
| Admin fee / account holder | $78,063 | $8,989+768.4% | $12,068+546.9% | $7,344+963.0% |