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 | $180,813 | $56,053+222.6% | $75,972+138.0% | $80,856+123.6% |
| Participation rate | 36.4% | 62.0%-25.7pp | 69.1%-32.7pp | 67.6%-31.3pp |
| Annual return | 8.00% | 20.53%-12.5pp | 359.55%-351.5pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,092 | $1,874-41.7% | $2,685-59.3% | $2,755-60.4% |
| Participant deferral / active EE | $3,360 | $3,052+10.1% | $4,255-21.0% | $4,296-21.8% |
| Admin fee / account holder | $5,176 | $5,234-1.1% | $6,467-20.0% | $6,918-25.2% |