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 7-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 | $108,577 | $60,892+78.3% | $82,389+31.8% | $84,808+28.0% |
| Participation rate | 51.3% | 63.3%-12.0pp | 69.5%-18.3pp | 68.3%-17.0pp |
| Annual return | 9.37% | 37.29%-27.9pp | 28.67%-19.3pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,194 | $1,779-32.9% | $2,517-52.6% | $2,631-54.6% |
| Participant deferral / active EE | $4,839 | $3,179+52.2% | $4,155+16.5% | $4,212+14.9% |
| Admin fee / account holder | $36,272 | $5,467+563.4% | $7,231+401.6% | $7,344+393.9% |