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 3-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 | $128,558 | $86,944+47.9% | $107,525+19.6% | $74,304+73.0% |
| Participation rate | 41.9% | 59.6%-17.6pp | 75.1%-33.1pp | 60.3%-18.4pp |
| Annual return | 11.70% | 23.52%-11.8pp | 181.32%-169.6pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,256 | $2,757-54.4% | $3,754-66.5% | $2,241-44.0% |
| Participant deferral / active EE | $2,274 | $3,554-36.0% | $5,116-55.5% | $3,767-39.6% |
| Admin fee / account holder | $14,058 | $3,727+277.2% | $8,919+57.6% | $2,969+373.5% |