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 | $123,170 | $74,927+64.4% | $101,794+21.0% | $84,808+45.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 9.68% | 18.70%-9.0pp | 30.53%-20.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $411 | $1,522-73.0% | $2,289-82.0% | $2,631-84.4% |
| Participant deferral / active EE | $3,404 | $3,099+9.8% | $4,084-16.6% | $4,212-19.2% |
| Admin fee / account holder | $4,037 | $6,514-38.0% | $8,777-54.0% | $7,344-45.0% |