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 | $171,169 | $58,208+194.1% | $81,812+109.2% | $80,856+111.7% |
| Participation rate | 34.6% | 63.4%-28.8pp | 72.3%-37.7pp | 67.6%-33.0pp |
| Annual return | 10.60% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $898 | $2,340-61.6% | $2,912-69.2% | $2,755-67.4% |
| Participant deferral / active EE | $2,429 | $3,281-26.0% | $4,319-43.8% | $4,296-43.5% |
| Admin fee / account holder | $1,768 | $4,981-64.5% | $7,386-76.1% | $6,918-74.4% |