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 | $151,633 | $101,724+49.1% | $164,813-8.0% | $80,856+87.5% |
| Participation rate | 55.9% | 71.8%-15.9pp | 78.6%-22.7pp | 67.6%-11.8pp |
| Annual return | 9.42% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,304 | $4,477+63.1% | $6,031+21.1% | $4,296+70.0% |
| Admin fee / account holder | $8,366 | $8,227+1.7% | $12,690-34.1% | $6,918+20.9% |