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 7-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 | $106,856 | $65,395+63.4% | $182,532-41.5% | $72,985+46.4% |
| Participation rate | 53.6% | 65.4%-11.8pp | 78.0%-24.4pp | 69.5%-15.9pp |
| Annual return | 7.71% | 27.68%-20.0pp | 148.54%-140.8pp | 81.00%-73.3pp |
| Employer contribution / active EE | $519 | $1,911-72.9% | $4,076-87.3% | $2,440-78.7% |
| Participant deferral / active EE | $5,004 | $3,563+40.4% | $5,524-9.4% | $3,607+38.7% |
| Admin fee / account holder | $2,853 | $4,245-32.8% | $8,592-66.8% | $5,124-44.3% |