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 | $105,850 | $37,426+182.8% | $77,482+36.6% | $79,858+32.5% |
| Participation rate | 39.4% | 41.5%-2.1pp | 54.2%-14.8pp | 69.6%-30.2pp |
| Annual return | 5.47% | 39.70%-34.2pp | 54.79%-49.3pp | 31.71%-26.2pp |
| Employer contribution / active EE | $238 | $637-62.6% | $986-75.9% | $2,471-90.4% |
| Participant deferral / active EE | $2,934 | $1,260+132.8% | $1,861+57.6% | $3,740-21.6% |
| Admin fee / account holder | $1,259 | $2,504-49.7% | $2,858-56.0% | $5,306-76.3% |