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 | $172,327 | $87,733+96.4% | $106,548+61.7% | $85,850+100.7% |
| Participation rate | 21.8% | 71.9%-50.1pp | 76.1%-54.3pp | 69.3%-47.5pp |
| Annual return | 11.05% | 21.86%-10.8pp | 26.80%-15.8pp | 318.53%-307.5pp |
| Employer contribution / active EE | $684 | $2,073-67.0% | $2,819-75.7% | $2,565-73.3% |
| Participant deferral / active EE | $1,851 | $3,469-46.7% | $4,398-57.9% | $3,952-53.2% |
| Admin fee / account holder | $4,154 | $6,767-38.6% | $7,407-43.9% | $6,260-33.6% |