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 | $162,045 | $74,927+116.3% | $101,794+59.2% | $84,808+91.1% |
| Participation rate | 21.5% | 61.4%-39.9pp | 69.2%-47.6pp | 68.3%-46.8pp |
| Annual return | -11.84% | 18.70%-30.5pp | 30.53%-42.4pp | 40.90%-52.7pp |
| Employer contribution / active EE | $1,144 | $1,522-24.8% | $2,289-50.0% | $2,631-56.5% |
| Participant deferral / active EE | $2,414 | $3,099-22.1% | $4,084-40.9% | $4,212-42.7% |
| Admin fee / account holder | $11,555 | $6,514+77.4% | $8,777+31.7% | $7,344+57.3% |