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 | $170,547 | $60,022+184.1% | $88,946+91.7% | $84,808+101.1% |
| Participation rate | 42.9% | 57.8%-15.0pp | 68.8%-26.0pp | 68.3%-25.5pp |
| Annual return | 11.98% | 22.43%-10.4pp | 57.82%-45.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,211 | $1,703-28.9% | $2,555-52.6% | $2,631-54.0% |
| Participant deferral / active EE | $3,446 | $3,114+10.7% | $4,581-24.8% | $4,212-18.2% |
| Admin fee / account holder | $34,160 | $4,811+610.0% | $8,261+313.5% | $7,344+365.2% |