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 | $150,878 | $81,248+85.7% | $155,509-3.0% | $80,856+86.6% |
| Participation rate | 22.9% | 66.2%-43.4pp | 78.2%-55.3pp | 67.6%-44.8pp |
| Annual return | 8.19% | 33.31%-25.1pp | 64.67%-56.5pp | 35.59%-27.4pp |
| Employer contribution / active EE | $794 | $3,100-74.4% | $4,672-83.0% | $2,755-71.2% |
| Participant deferral / active EE | $2,445 | $3,452-29.2% | $5,626-56.5% | $4,296-43.1% |
| Admin fee / account holder | $2,950 | $7,997-63.1% | $15,912-81.5% | $6,918-57.4% |