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 | $111,360 | $72,277+54.1% | $101,248+10.0% | $79,858+39.4% |
| Participation rate | 46.9% | 68.5%-21.5pp | 75.8%-28.9pp | 69.6%-22.7pp |
| Annual return | 5.29% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,253 | $2,692-53.4% | $3,660-65.8% | $2,471-49.3% |
| Participant deferral / active EE | $2,749 | $3,282-16.2% | $4,370-37.1% | $3,740-26.5% |
| Admin fee / account holder | $9,880 | $4,400+124.5% | $5,945+66.2% | $5,306+86.2% |