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 | $131,174 | $56,110+133.8% | $94,993+38.1% | $70,131+87.0% |
| Participation rate | 60.5% | 65.0%-4.5pp | 73.9%-13.4pp | 69.5%-9.0pp |
| Annual return | 11.07% | 51.02%-40.0pp | 27.12%-16.1pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,691 | $2,391+54.4% | $3,317+11.3% | $3,332+10.8% |
| Admin fee / account holder | $46,346 | $3,456+1240.9% | $4,960+834.3% | $4,645+897.7% |