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 | $96,727 | $72,277+33.8% | $101,248-4.5% | $79,858+21.1% |
| Participation rate | 41.9% | 68.5%-26.5pp | 75.8%-33.9pp | 69.6%-27.7pp |
| Annual return | 8.23% | 22.30%-14.1pp | 46.47%-38.2pp | 31.71%-23.5pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $2,872 | $3,282-12.5% | $4,370-34.3% | $3,740-23.2% |
| Admin fee / account holder | $2,233 | $4,400-49.3% | $5,945-62.4% | $5,306-57.9% |