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 | $122,161 | $91,552+33.4% | $133,956-8.8% | $79,858+53.0% |
| Participation rate | 27.8% | 73.3%-45.6pp | 79.8%-52.1pp | 69.6%-41.9pp |
| Annual return | 6.77% | 61.85%-55.1pp | 45.09%-38.3pp | 31.71%-24.9pp |
| Employer contribution / active EE | $794 | $2,384-66.7% | $3,919-79.7% | $2,471-67.9% |
| Participant deferral / active EE | $2,131 | $3,733-42.9% | $5,048-57.8% | $3,740-43.0% |
| Admin fee / account holder | $513 | $6,321-91.9% | $8,927-94.2% | $5,306-90.3% |