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 | $110,440 | $74,927+47.4% | $101,794+8.5% | $84,808+30.2% |
| Participation rate | 44.3% | 61.4%-17.1pp | 69.2%-24.9pp | 68.3%-24.0pp |
| Annual return | 10.27% | 18.70%-8.4pp | 30.53%-20.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $502 | $1,522-67.0% | $2,289-78.1% | $2,631-80.9% |
| Participant deferral / active EE | $2,149 | $3,099-30.6% | $4,084-47.4% | $4,212-49.0% |
| Admin fee / account holder | $24,556 | $6,514+277.0% | $8,777+179.8% | $7,344+234.4% |