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 | $192,610 | $124,281+55.0% | $109,143+76.5% | $167,490+15.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 9.48% | 26.04%-16.6pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,092 | $4,207-74.0% | $3,722-70.7% | $4,837-77.4% |
| Participant deferral / active EE | $2,895 | $5,255-44.9% | $4,653-37.8% | $6,341-54.3% |
| Admin fee / account holder | $13,114 | $7,970+64.5% | $6,752+94.2% | $12,309+6.5% |