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 | $100,482 | $54,701+83.7% | $86,188+16.6% | $71,457+40.6% |
| Participation rate | 44.1% | 60.1%-16.0pp | 69.0%-24.9pp | 67.9%-23.8pp |
| Annual return | 13.61% | 20.06%-6.4pp | 1168.45%-1154.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $729 | $1,265-42.4% | $2,380-69.4% | $2,588-71.8% |
| Participant deferral / active EE | $1,467 | $3,108-52.8% | $3,985-63.2% | $4,289-65.8% |
| Admin fee / account holder | $1,795 | $1,922-6.6% | $6,852-73.8% | $1,587+13.1% |