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 | $124,995 | $54,705+128.5% | $71,209+75.5% | $84,808+47.4% |
| Participation rate | 44.1% | 64.1%-20.0pp | 73.8%-29.7pp | 68.3%-24.2pp |
| Annual return | 11.98% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $737 | $2,158-65.8% | $2,721-72.9% | $2,631-72.0% |
| Participant deferral / active EE | $2,273 | $3,030-25.0% | $4,175-45.6% | $4,212-46.0% |
| Admin fee / account holder | $29,087 | $4,863+498.1% | $5,349+443.8% | $7,344+296.1% |