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 8-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 | $166,026 | $81,248+104.3% | $155,509+6.8% | $80,856+105.3% |
| Participation rate | 23.5% | 66.2%-42.7pp | 78.2%-54.7pp | 67.6%-44.1pp |
| Annual return | 8.34% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $416 | $3,100-86.6% | $4,672-91.1% | $2,755-84.9% |
| Participant deferral / active EE | $1,058 | $3,452-69.4% | $5,626-81.2% | $4,296-75.4% |
| Admin fee / account holder | $5,274 | $7,997-34.1% | $15,912-66.9% | $6,918-23.8% |