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 | $104,927 | $56,897+84.4% | $84,750+23.8% | $62,891+66.8% |
| Participation rate | 34.5% | 68.5%-34.1pp | 76.6%-42.1pp | 69.3%-34.8pp |
| Annual return | 3.55% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $923 | $2,400-61.5% | $3,574-74.2% | $2,281-59.5% |
| Participant deferral / active EE | $1,847 | $2,709-31.8% | $3,712-50.3% | $3,203-42.3% |
| Admin fee / account holder | $18,970 | $3,581+429.8% | $5,332+255.8% | $4,296+341.6% |