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 | $152,676 | $80,717+89.1% | $154,803-1.4% | $84,808+80.0% |
| Participation rate | 51.2% | 66.8%-15.6pp | 78.1%-26.9pp | 68.3%-17.1pp |
| Annual return | 10.54% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $884 | $2,761-68.0% | $4,305-79.5% | $2,631-66.4% |
| Participant deferral / active EE | $3,146 | $3,303-4.7% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $2,893 | $6,746-57.1% | $14,329-79.8% | $7,344-60.6% |