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 | $162,544 | $80,968+100.8% | $96,544+68.4% | $75,163+116.3% |
| Participation rate | 64.9% | 71.8%-6.9pp | 76.0%-11.1pp | 67.2%-2.3pp |
| Annual return | 11.70% | 27.06%-15.4pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,042 | $2,282-54.4% | $2,965-64.9% | $2,670-61.0% |
| Participant deferral / active EE | $3,422 | $3,928-12.9% | $4,851-29.5% | $4,125-17.1% |
| Admin fee / account holder | $36,132 | $6,724+437.3% | $8,252+337.8% | $5,651+539.4% |