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 | $98,364 | $49,915+97.1% | $154,803-36.5% | $74,304+32.4% |
| Participation rate | 27.7% | 54.0%-26.2pp | 78.1%-50.4pp | 60.3%-32.6pp |
| Annual return | 2.44% | 34.06%-31.6pp | 58.88%-56.4pp | 29.43%-27.0pp |
| Employer contribution / active EE | $896 | $1,611-44.4% | $4,305-79.2% | $2,241-60.0% |
| Participant deferral / active EE | $1,168 | $2,255-48.2% | $5,540-78.9% | $3,767-69.0% |
| Admin fee / account holder | $48,138 | $2,189+2099.1% | $14,329+235.9% | $2,969+1521.5% |