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 | $105,244 | $54,705+92.4% | $71,209+47.8% | $84,808+24.1% |
| Participation rate | 49.0% | 64.1%-15.1pp | 73.8%-24.7pp | 68.3%-19.3pp |
| Annual return | 9.62% | 35.90%-26.3pp | 282.51%-272.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,808 | $2,158-16.2% | $2,721-33.6% | $2,631-31.3% |
| Participant deferral / active EE | $3,638 | $3,030+20.1% | $4,175-12.9% | $4,212-13.6% |
| Admin fee / account holder | $4,699 | $4,863-3.4% | $5,349-12.1% | $7,344-36.0% |