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 | $94,435 | $58,512+61.4% | $84,015+12.4% | $72,985+29.4% |
| Participation rate | 38.5% | 61.2%-22.8pp | 69.0%-30.6pp | 69.5%-31.0pp |
| Annual return | 16.31% | 28.93%-12.6pp | 71.31%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,089 | $1,163-6.4% | $1,983-45.1% | $2,440-55.4% |
| Participant deferral / active EE | $2,256 | $2,394-5.7% | $3,239-30.3% | $3,607-37.5% |
| Admin fee / account holder | $1,862 | $4,569-59.2% | $6,101-69.5% | $5,124-63.7% |