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 | $101,846 | $79,428+28.2% | $106,548-4.4% | $79,386+28.3% |
| Participation rate | 46.7% | 74.1%-27.5pp | 76.1%-29.5pp | 70.7%-24.0pp |
| Annual return | 8.46% | 18.27%-9.8pp | 26.80%-18.3pp | 116.85%-108.4pp |
| Employer contribution / active EE | $609 | $2,234-72.8% | $2,819-78.4% | $2,427-74.9% |
| Participant deferral / active EE | $1,945 | $3,823-49.1% | $4,398-55.8% | $4,046-51.9% |
| Admin fee / account holder | $7,238 | $523+1283.6% | $7,407-2.3% | $626+1055.4% |