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 | $118,905 | $117,983+0.8% | $101,794+16.8% | $142,382-16.5% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.2%-41.4pp | 80.1%-52.3pp |
| Annual return | 8.96% | 36.92%-28.0pp | 30.53%-21.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $867 | $2,773-68.7% | $2,289-62.1% | $4,299-79.8% |
| Participant deferral / active EE | $1,330 | $4,714-71.8% | $4,084-67.4% | $6,507-79.6% |
| Admin fee / account holder | $316 | $10,433-97.0% | $8,777-96.4% | $12,624-97.5% |