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 | $147,847 | $81,460+81.5% | $103,333+43.1% | $80,856+82.9% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.6%-25.3pp |
| Annual return | 6.40% | 25.55%-19.1pp | 24.88%-18.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $904 | $3,105-70.9% | $3,868-76.6% | $2,755-67.2% |
| Participant deferral / active EE | $2,164 | $3,869-44.1% | $5,057-57.2% | $4,296-49.6% |
| Admin fee / account holder | $70,146 | $6,566+968.2% | $8,355+739.6% | $6,918+914.0% |