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 | $182,894 | $66,098+176.7% | $101,794+79.7% | $74,304+146.1% |
| Participation rate | 24.4% | 53.8%-29.4pp | 69.2%-44.8pp | 60.3%-36.0pp |
| Annual return | 11.48% | 19.59%-8.1pp | 30.53%-19.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $453 | $1,082-58.1% | $2,289-80.2% | $2,241-79.8% |
| Participant deferral / active EE | $1,423 | $2,781-48.8% | $4,084-65.2% | $3,767-62.2% |
| Admin fee / account holder | $10,058 | $4,146+142.6% | $8,777+14.6% | $2,969+238.8% |