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 | $159,258 | $66,098+140.9% | $101,794+56.5% | $74,304+114.3% |
| Participation rate | 47.2% | 53.8%-6.6pp | 69.2%-22.0pp | 60.3%-13.2pp |
| Annual return | 11.49% | 19.59%-8.1pp | 30.53%-19.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $492 | $1,082-54.5% | $2,289-78.5% | $2,241-78.1% |
| Participant deferral / active EE | $3,211 | $2,781+15.5% | $4,084-21.4% | $3,767-14.8% |
| Admin fee / account holder | $8,066 | $4,146+94.5% | $8,777-8.1% | $2,969+171.7% |