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 | $184,262 | $106,515+73.0% | $96,683+90.6% | $139,434+32.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 3.56% | 38.43%-34.9pp | 35.69%-32.1pp | 372.94%-369.4pp |
| Employer contribution / active EE | $925 | $4,103-77.5% | $3,737-75.3% | $4,751-80.5% |
| Participant deferral / active EE | $2,719 | $5,454-50.1% | $4,878-44.3% | $6,710-59.5% |
| Admin fee / account holder | $18,932 | $7,877+140.3% | $6,730+181.3% | $11,403+66.0% |