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 | $115,277 | $71,050+62.2% | $93,606+23.2% | $80,856+42.6% |
| Participation rate | 58.1% | 60.4%-2.3pp | 68.7%-10.6pp | 67.6%-9.5pp |
| Annual return | 3.72% | 11.26%-7.5pp | 133.20%-129.5pp | 35.59%-31.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,517 | $4,034-12.8% | $4,411-20.3% | $4,296-18.1% |
| Admin fee / account holder | $4,736 | $6,945-31.8% | $8,285-42.8% | $6,918-31.5% |