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 | $164,360 | $117,983+39.3% | $101,794+61.5% | $142,382+15.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 5.03% | 36.92%-31.9pp | 30.53%-25.5pp | 217.08%-212.0pp |
| Employer contribution / active EE | $958 | $2,773-65.4% | $2,289-58.1% | $4,299-77.7% |
| Participant deferral / active EE | $2,106 | $4,714-55.3% | $4,084-48.4% | $6,507-67.6% |
| Admin fee / account holder | $3,667 | $10,433-64.9% | $8,777-58.2% | $12,624-71.0% |