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 | $77,188 | $22,587+241.7% | $65,255+18.3% | $75,163+2.7% |
| Participation rate | 40.7% | 63.1%-22.4pp | 65.0%-24.2pp | 67.2%-26.5pp |
| Annual return | 12.76% | 71.03%-58.3pp | 47.35%-34.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,081 | $941+15.0% | $1,691-36.1% | $2,670-59.5% |
| Participant deferral / active EE | $3,384 | $1,695+99.6% | $2,831+19.5% | $4,125-18.0% |
| Admin fee / account holder | $2,026 | $1,876+8.0% | $4,112-50.7% | $5,651-64.1% |