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 | $168,161 | $72,277+132.7% | $101,248+66.1% | $79,858+110.6% |
| Participation rate | 14.3% | 68.5%-54.2pp | 75.8%-61.5pp | 69.6%-55.3pp |
| Annual return | 8.53% | 22.30%-13.8pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,655 | $2,692-38.5% | $3,660-54.8% | $2,471-33.0% |
| Participant deferral / active EE | $2,226 | $3,282-32.2% | $4,370-49.1% | $3,740-40.5% |
| Admin fee / account holder | $1,035 | $4,400-76.5% | $5,945-82.6% | $5,306-80.5% |