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 | $125,055 | $74,927+66.9% | $101,794+22.9% | $84,808+47.5% |
| Participation rate | 37.9% | 61.4%-23.5pp | 69.2%-31.3pp | 68.3%-30.4pp |
| Annual return | 7.91% | 18.70%-10.8pp | 30.53%-22.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $856 | $1,522-43.7% | $2,289-62.6% | $2,631-67.5% |
| Participant deferral / active EE | $3,411 | $3,099+10.1% | $4,084-16.5% | $4,212-19.0% |
| Admin fee / account holder | $127,888 | $6,514+1863.3% | $8,777+1357.1% | $7,344+1641.5% |