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 | $93,420 | $54,705+70.8% | $71,209+31.2% | $84,808+10.2% |
| Participation rate | 53.7% | 64.1%-10.4pp | 73.8%-20.0pp | 68.3%-14.6pp |
| Annual return | 4.79% | 35.90%-31.1pp | 282.51%-277.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | $2,085 | $2,158-3.4% | $2,721-23.4% | $2,631-20.8% |
| Participant deferral / active EE | $4,334 | $3,030+43.0% | $4,175+3.8% | $4,212+2.9% |
| Admin fee / account holder | $11,912 | $4,863+144.9% | $5,349+122.7% | $7,344+62.2% |