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 | $97,947 | $51,175+91.4% | $70,515+38.9% | $75,163+30.3% |
| Participation rate | 20.0% | 60.9%-40.9pp | 68.3%-48.3pp | 67.2%-47.2pp |
| Annual return | 8.31% | 30.02%-21.7pp | 32.77%-24.5pp | 160.62%-152.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,557 | $2,849-45.3% | $4,567-65.9% | $4,125-62.2% |
| Admin fee / account holder | $5,366 | $4,091+31.2% | $6,412-16.3% | $5,651-5.1% |