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 | $157,612 | $80,717+95.3% | $154,803+1.8% | $84,808+85.8% |
| Participation rate | 35.8% | 66.8%-31.0pp | 78.1%-42.2pp | 68.3%-32.5pp |
| Annual return | 11.55% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $498 | $2,761-82.0% | $4,305-88.4% | $2,631-81.1% |
| Participant deferral / active EE | $1,364 | $3,303-58.7% | $5,540-75.4% | $4,212-67.6% |
| Admin fee / account holder | $5,625 | $6,746-16.6% | $14,329-60.7% | $7,344-23.4% |