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 | $120,795 | $64,839+86.3% | $95,585+26.4% | $84,808+42.4% |
| Participation rate | 35.4% | 63.8%-28.4pp | 72.1%-36.7pp | 68.3%-32.9pp |
| Annual return | 12.25% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $939 | $1,759-46.6% | $2,527-62.8% | $2,631-64.3% |
| Participant deferral / active EE | $1,856 | $2,965-37.4% | $4,023-53.9% | $4,212-55.9% |
| Admin fee / account holder | $10,823 | $5,964+81.5% | $6,127+76.6% | $7,344+47.4% |